Xml Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Xml Financial, LLC
- $989 Million
- Q2 2024
A detailed history of Xml Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Xml Financial, LLC holds 371,618 shares of SCHV stock, worth $29.8 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
371,618
Previous 363,201
2.32%
Holding current value
$29.8 Million
Previous $27.6 Million
0.24%
% of portfolio
2.78%
Previous 2.84%
Shares
19 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