Spectrum Asset Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Spectrum Asset Management, Inc.
- $221 Million
- Q4 2024
A detailed history of Spectrum Asset Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spectrum Asset Management, Inc. holds 582,529 shares of SCHV stock, worth $15.7 Million. This represents 6.88% of its overall portfolio holdings.
Number of Shares
582,529
Previous 198,162
193.97%
Holding current value
$15.7 Million
Previous $15.9 Million
4.65%
% of portfolio
6.88%
Previous 6.72%
Shares
19 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