Elevation Capital Advisory, LLC Schwab Strategic Tr Us Large C Transaction History
Elevation Capital Advisory, LLC
- $226 Billion
- Q3 2024
A detailed history of Elevation Capital Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 83,627 shares of SCHG stock, worth $2.37 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
83,627
Previous 89,453
6.51%
Holding current value
$2.37 Million
Previous $9.02 Billion
3.42%
% of portfolio
3.85%
Previous 4.12%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,331Shares Held
1.79BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$44.2 Billion97.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$318 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$309 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$276 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$270 Million1.33% of portfolio