Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Large C Transaction History
Patrick M Sweeney & Associates, Inc
- $133 Billion
- Q4 2024
A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 12,677 shares of SCHG stock, worth $367,886. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,677
Previous 3,138
303.98%
Holding current value
$367,886
Previous $327 Million
8.07%
% of portfolio
0.26%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,346Shares Held
1.81BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$45.4 Billion97.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$326 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$317 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$283 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$277 Million1.33% of portfolio