Stonebrook Private Inc. Schwab Strategic Tr Us Large C Transaction History
Stonebrook Private Inc.
- $348 Billion
- Q2 2024
A detailed history of Stonebrook Private Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stonebrook Private Inc. holds 5,696 shares of SCHG stock, worth $592,782. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,696
Previous 4,935
15.42%
Holding current value
$592,782
Previous $458 Million
25.51%
% of portfolio
0.17%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
170MCall 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
-
Mather Group, Llc. Chicago, IL9.76MShares$1.02 Billion13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio