Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Signature Estate & Investment Advisors LLC
- $4.32 Billion
- Q3 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 10,790 shares of SCHV stock, worth $299,962. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,790
Previous 10,679
1.04%
Holding current value
$299,962
Previous $791,000
9.61%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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$541 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$337 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$299 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$135 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$118 Million0.81% of portfolio