Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Steele Capital Management, Inc.
- $1.92 Trillion
- Q4 2024
A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 115,595 shares of SCHV stock, worth $3.15 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
115,595
Previous 39,077
195.81%
Holding current value
$3.15 Million
Previous $3.14 Billion
4.05%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
883Shares Held
321MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.51 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$871 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$434 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio