Ethos Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Ethos Financial Group, LLC
- $568 Million
- Q2 2024
A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ethos Financial Group, LLC holds 186,069 shares of SCHG stock, worth $19.4 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
186,069
Previous 171,736
8.35%
Holding current value
$19.4 Million
Previous $15.9 Million
17.92%
% of portfolio
3.31%
Previous 3.01%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
170MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.04 Billion0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$1.02 Billion13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio