Jdm Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Jdm Financial Group LLC
- $148 Billion
- Q2 2024
A detailed history of Jdm Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jdm Financial Group LLC holds 128 shares of SCHG stock, worth $12,584. This represents 0.01% of its overall portfolio holdings.
Number of Shares
128
Previous 238
46.22%
Holding current value
$12,584
Previous $22.1 Million
41.51%
% of portfolio
0.01%
Previous 0.02%
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$981 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$895 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$893 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio