Tcfg Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q3 2024
A detailed history of Tcfg Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 2,351 shares of SCHG stock, worth $62,089. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,351Holding current value
$62,089% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,267Shares Held
170MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$280 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$264 Million0.36% of portfolio
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Mather Group, Llc. Chicago, IL9.76MShares$258 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.1MShares$240 Million1.33% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$119 Million14.61% of portfolio