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 $36,478. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,257
Previous 452
178.1%
Holding current value
$36,478
Previous $45,000
188.89%
% of portfolio
0.09%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,502Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.4 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.2 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.17 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.11 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$714 Million0.25% of portfolio