Vital Stone Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Vital Stone Financial, LLC
- $141 Million
- Q3 2024
A detailed history of Vital Stone Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vital Stone Financial, LLC holds 1,257 shares of SCHG stock, worth $31,952. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,257
Previous 452
178.1%
Holding current value
$31,952
Previous $45,000
188.89%
% of portfolio
0.09%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,491Shares Held
709MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$561 Million0.26% of portfolio