Re Dickinson Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Re Dickinson Investment Advisors, LLC
- $1.77 Billion
- Q4 2024
A detailed history of Re Dickinson Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Re Dickinson Investment Advisors, LLC holds 193,949 shares of SCHV stock, worth $5.23 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
193,949
Previous 60,876
218.6%
Holding current value
$5.23 Million
Previous $4.89 Million
933.59%
% of portfolio
2.85%
Previous 2.84%
Shares
13 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.49 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.05 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$861 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$429 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$273 Million0.66% of portfolio