Forza Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Forza Wealth Management, LLC
- $218 Billion
- Q3 2024
A detailed history of Forza Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Forza Wealth Management, LLC holds 1,974 shares of SCHG stock, worth $53,653. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,974Holding current value
$53,653% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
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Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio