Sunbelt Securities, Inc. Schwab Strategic Tr Us Large C Transaction History
Sunbelt Securities, Inc.
- $836 Million
- Q1 2024
A detailed history of Sunbelt Securities, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 103,685 shares of SCHV stock, worth $7.67 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
103,685
Previous 103,050
0.62%
Holding current value
$7.67 Million
Previous $7.22 Million
9.05%
% of portfolio
0.94%
Previous 0.95%
Shares
17 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