Eisner Amper Wealth Management Corporate Benefits, LLC Schwab Strategic Tr Us Large C Transaction History
Eisner Amper Wealth Management Corporate Benefits, LLC
- $274 Million
- Q4 2023
A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 3,746 shares of SCHG stock, worth $98,032. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,746
Previous 3,741
0.13%
Holding current value
$98,032
Previous $272,000
14.34%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,474Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.9 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.11 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.04 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.03 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$999 Million1.41% of portfolio