Private Capital Management LLC Schwab Strategic Tr Us Large C Transaction History
Private Capital Management LLC
- $478 Million
- Q4 2024
A detailed history of Private Capital Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Private Capital Management LLC holds 36,309 shares of SCHV stock, worth $983,973. This represents 0.2% of its overall portfolio holdings.
Number of Shares
36,309
Previous 12,077
200.65%
Holding current value
$983,973
Previous $970,000
2.47%
% of portfolio
0.2%
Previous 0.18%
Shares
24 transactions
Others Institutions Holding SCHV
# of Institutions
855Shares Held
199MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$274 Million0.66% of portfolio
-
Avantax Planning Partners, Inc.9.93MShares$269 Million9.39% of portfolio