Tanglewood Legacy Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Tanglewood Legacy Advisors, LLC
- $225 Billion
- Q3 2024
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 4,651 shares of SCHV stock, worth $122,739. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,651
Previous 4,651
-0.0%
Holding current value
$122,739
Previous $345 Million
8.49%
% of portfolio
0.17%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$514 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$284 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$128 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$112 Million0.81% of portfolio