Strateg Iq Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Strateg Iq Financial Group, LLC
- $863 Million
- Q4 2023
A detailed history of Strateg Iq Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strateg Iq Financial Group, LLC holds 62,732 shares of SCHV stock, worth $4.64 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
62,732
Previous 61,832
1.46%
Holding current value
$4.64 Million
Previous $3.99 Million
10.34%
% of portfolio
0.51%
Previous 0.47%
Shares
19 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