Valley Forge Investment Consultants Inc Adv Schwab Strategic Tr Us Large C Transaction History
Valley Forge Investment Consultants Inc Adv
- $256 Million
- Q1 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 35,151 shares of SCHV stock, worth $2.6 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
35,151
Previous 10,929
221.63%
Holding current value
$2.6 Million
Previous $766,000
248.56%
% of portfolio
1.04%
Previous 0.34%
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