Kpp Advisory Services LLC Schwab Strategic Tr Us Large C Transaction History
Kpp Advisory Services LLC
- $417 Billion
- Q3 2024
A detailed history of Kpp Advisory Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kpp Advisory Services LLC holds 29,859 shares of SCHG stock, worth $829,184. This represents 0.75% of its overall portfolio holdings.
Number of Shares
29,859
Previous 30,134
0.91%
Holding current value
$829,184
Previous $3.04 Billion
2.37%
% of portfolio
0.75%
Previous 0.81%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,294Shares Held
180MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$312 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$304 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$271 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$265 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$135 Million5.48% of portfolio