Security National Bank Of So Dak Schwab Strategic Tr Us Large C Transaction History
Security National Bank Of So Dak
- $157 Million
- Q1 2024
A detailed history of Security National Bank Of So Dak transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Security National Bank Of So Dak holds 2,961 shares of SCHV stock, worth $218,995. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,961
Previous 2,961
-0.0%
Holding current value
$218,995
Previous $207,000
8.21%
% of portfolio
0.14%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.4 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$338 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio