Traverso Chambers Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 190,094 shares of SCHV stock, worth $4.96 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
190,094
Previous 179,268
6.04%
Holding current value
$4.96 Million
Previous $11.6 Million
15.32%
% of portfolio
3.24%
Previous 3.1%
Shares
15 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$508 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$317 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$280 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio