Avalon Trust CO Schwab Strategic Tr Us Large C Transaction History
Avalon Trust CO
- $1.35 Trillion
- Q3 2024
A detailed history of Avalon Trust CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avalon Trust CO holds 400 shares of SCHG stock, worth $10,960. This represents 0.0% of its overall portfolio holdings.
Number of Shares
400
Previous 400
-0.0%
Holding current value
$10,960
Previous $40.3 Million
3.31%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio