Red Door Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Red Door Wealth Management, LLC
- $543 Million
- Q2 2024
A detailed history of Red Door Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Red Door Wealth Management, LLC holds 10,177 shares of SCHV stock, worth $816,398. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,177
Previous 10,177
-0.0%
Holding current value
$816,398
Previous $773,000
2.59%
% of portfolio
0.14%
Previous 0.15%
Shares
15 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.5 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$923 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$893 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$358 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$323 Million0.11% of portfolio