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 $1.12 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,120
Previous 15,323
1.32%
Holding current value
$1.12 Million
Previous $960,000
7.81%
% of portfolio
0.04%
Previous 0.04%
Shares
22 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$1.4 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$338 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio