Principal Securities, Inc. Schwab Strategic Tr Us Large C Transaction History
Principal Securities, Inc.
- $3.63 Trillion
- Q2 2024
A detailed history of Principal Securities, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Principal Securities, Inc. holds 174,161 shares of SCHG stock, worth $17.1 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
174,161
Previous 131,485
32.46%
Holding current value
$17.1 Million
Previous $12.2 Billion
44.06%
% of portfolio
0.48%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio