Warner Financial, Inc Schwab Strategic Tr Us Large C Transaction History
Warner Financial, Inc
- $226 Million
- Q3 2024
A detailed history of Warner Financial, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Warner Financial, Inc holds 34,314 shares of SCHV stock, worth $900,056. This represents 1.22% of its overall portfolio holdings.
Number of Shares
34,314
Previous 32,557
5.4%
Holding current value
$900,056
Previous $2.41 Million
14.34%
% of portfolio
1.22%
Previous 1.18%
Shares
12 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$511 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$318 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$282 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