Safeguard Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Safeguard Financial, LLC
- $458 Million
- Q4 2024
A detailed history of Safeguard Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Safeguard Financial, LLC holds 282,350 shares of SCHV stock, worth $7.61 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
282,350
Previous 69,869
304.11%
Holding current value
$7.61 Million
Previous $5.62 Million
31.08%
% of portfolio
1.61%
Previous 1.33%
Shares
12 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