Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Large C Transaction History
Strategic Investment Solutions, Inc. /Il
- $576 Billion
- Q4 2023
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 2,750 shares of SCHV stock, worth $203,500. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,750
Previous 180,308
98.47%
Holding current value
$203,500
Previous $12.1 Billion
98.41%
% of portfolio
0.03%
Previous 0.15%
Shares
4 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$1.41 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$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio