Frank, Rimerman Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Frank, Rimerman Advisors LLC
- $1.4 Billion
- Q2 2024
A detailed history of Frank, Rimerman Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Frank, Rimerman Advisors LLC holds 2,672 shares of SCHG stock, worth $278,075. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,672
Previous 2,672
-0.0%
Holding current value
$278,075
Previous $247,000
8.91%
% of portfolio
0.02%
Previous 0.05%
Shares
4 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