Aspen Wealth Strategies, LLC Schwab Strategic Tr Us Large C Transaction History
Aspen Wealth Strategies, LLC
- $144 Billion
- Q2 2024
A detailed history of Aspen Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 188,804 shares of SCHG stock, worth $18.2 Million. This represents 13.37% of its overall portfolio holdings.
Number of Shares
188,804
Previous 202,201
6.63%
Holding current value
$18.2 Million
Previous $18.7 Billion
2.52%
% of portfolio
13.37%
Previous 12.95%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.02 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$960 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$876 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$874 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$432 Million14.61% of portfolio