United Advisor Group, LLC Schwab Strategic Tr Us Large C Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, United Advisor Group, LLC holds 4,119 shares of SCHV stock, worth $108,453. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,119
Previous 4,133
0.34%
Holding current value
$108,453
Previous $306,000
8.17%
% of portfolio
0.08%
Previous 0.1%
Shares
3 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$513 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$283 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