Wc Walker & Associates, Inc. Schwab Strategic Tr Us Large C Transaction History
Wc Walker & Associates, Inc.
- $181 Million
- Q4 2022
A detailed history of Wc Walker & Associates, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wc Walker & Associates, Inc. holds 3,777 shares of SCHV stock, worth $99,448. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,777
Previous 3,777
-0.0%
Holding current value
$99,448
Previous $241,000
3.32%
% of portfolio
0.14%
Previous 0.14%
Shares
1 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