Global Assets Advisory, LLC Schwab Strategic Tr Us Large C Transaction History
Global Assets Advisory, LLC
- $183 Billion
- Q3 2024
A detailed history of Global Assets Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Assets Advisory, LLC holds 4,256 shares of SCHG stock, worth $123,168. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,256
Previous 4,256
-0.0%
Holding current value
$123,168
Previous $429 Million
1.84%
% of portfolio
0.24%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$326 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$317 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$283 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$277 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$141 Million5.48% of portfolio