Owen La Rue, LLC Schwab Strategic Tr Us Large C Transaction History
Owen La Rue, LLC
- $148 Million
- Q2 2024
A detailed history of Owen La Rue, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Owen La Rue, LLC holds 5,893 shares of SCHG stock, worth $613,284. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,893
Previous 6,294
6.37%
Holding current value
$613,284
Previous $583,000
1.89%
% of portfolio
0.4%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares 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$1.04 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$945 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio