Towercrest Capital Management Schwab Strategic Tr Us Large C Transaction History
Towercrest Capital Management
- $630 Million
- Q3 2024
A detailed history of Towercrest Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Towercrest Capital Management holds 8,079 shares of SCHV stock, worth $218,940. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,079
Previous 8,079
-0.0%
Holding current value
$218,940
Previous $598,000
8.53%
% of portfolio
0.1%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding SCHV
# of Institutions
855Shares Held
199MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$274 Million0.66% of portfolio
-
Avantax Planning Partners, Inc.9.93MShares$269 Million9.39% of portfolio