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 $14.1 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
190,094
Previous 179,268
6.04%
Holding current value
$14.1 Million
Previous $11.6 Million
15.32%
% of portfolio
3.24%
Previous 3.1%
Shares
15 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