Strategic Wealth Advisors Group, LLC Schwab Strategic Tr Us Large C Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 15,120 shares of SCHV stock, worth $440,143. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,120
Previous 15,323
1.32%
Holding current value
$440,143
Previous $960,000
7.81%
% of portfolio
0.04%
Previous 0.04%
Shares
22 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$960 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$471 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$349 Million0.63% of portfolio