Santori & Peters, Inc. Schwab Strategic Tr Us Large C Transaction History
Santori & Peters, Inc.
- $233 Million
- Q2 2024
A detailed history of Santori & Peters, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Santori & Peters, Inc. holds 95,367 shares of SCHV stock, worth $7.64 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
95,367
Previous 95,730
0.38%
Holding current value
$7.64 Million
Previous $7.27 Million
2.87%
% of portfolio
3.03%
Previous 3.15%
Shares
27 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$1.49 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$921 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$891 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$357 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$322 Million0.11% of portfolio