Verum Partners LLC Schwab Strategic Tr Us Large C Transaction History
Verum Partners LLC
- $310 Billion
- Q2 2024
A detailed history of Verum Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Verum Partners LLC holds 8,384 shares of SCHV stock, worth $636,094. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,384
Previous 8,430
0.55%
Holding current value
$636,094
Previous $640 Million
3.03%
% of portfolio
0.2%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
789Shares Held
103MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.44 Billion3.26% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$844 Million10.09% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$830 Million1.25% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$347 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$311 Million10.12% of portfolio