Sunbelt Securities, Inc. Schwab Strategic Tr Us Large C Transaction History
Sunbelt Securities, Inc.
- $897 Million
- Q2 2024
A detailed history of Sunbelt Securities, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 181,020 shares of SCHG stock, worth $4.92 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
181,020
Previous 173,974
4.05%
Holding current value
$4.92 Million
Previous $16.1 Million
13.17%
% of portfolio
2.03%
Previous 1.93%
Shares
18 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio