Advisor Partners Ii, LLC Schwab Strategic Tr Us Large C Transaction History
Advisor Partners Ii, LLC
- $2.47 Billion
- Q3 2023
A detailed history of Advisor Partners Ii, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advisor Partners Ii, LLC holds 7,720 shares of SCHG stock, worth $759,956. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,720
Previous 7,720
-0.0%
Holding current value
$759,956
Previous $578,000
2.94%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio