Retirement Planning Group Schwab Strategic Tr Us Large C Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Planning Group holds 22,849 shares of SCHV stock, worth $622,178. This represents 0.12% of its overall portfolio holdings.
Number of Shares
22,849
Previous 23,165
1.36%
Holding current value
$622,178
Previous $1.72 Million
6.99%
% of portfolio
0.12%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding SCHV
# of Institutions
831Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$530 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$330 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$293 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio