All Gen Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
All Gen Financial Advisors, Inc.
- $264 Billion
- Q2 2024
A detailed history of All Gen Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, All Gen Financial Advisors, Inc. holds 138,710 shares of SCHG stock, worth $14.4 Million. This represents 5.31% of its overall portfolio holdings.
Number of Shares
138,710
Previous 140,770
1.46%
Holding current value
$14.4 Million
Previous $13.1 Billion
7.17%
% of portfolio
5.31%
Previous 5.31%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall 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$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$943 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$941 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$465 Million14.61% of portfolio