Tfb Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Tfb Advisors LLC
- $332 Million
- Q3 2024
A detailed history of Tfb Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tfb Advisors LLC holds 5,767 shares of SCHG stock, worth $159,745. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,767
Previous 5,379
7.21%
Holding current value
$159,745
Previous $542,000
10.7%
% of portfolio
0.18%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,284Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$294 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$270 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$252 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$124 Million14.61% of portfolio