West Oak Capital, LLC Schwab Strategic Tr Us Large C Transaction History
West Oak Capital, LLC
- $179 Million
- Q2 2024
A detailed history of West Oak Capital, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, West Oak Capital, LLC holds 130 shares of SCHV stock, worth $10,406. This represents 0.01% of its overall portfolio holdings.
Number of Shares
130Holding current value
$10,406% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.49 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$921 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$891 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$357 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$322 Million0.11% of portfolio