Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Large C Transaction History
Patrick M Sweeney & Associates, Inc
- $136 Billion
- Q3 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 3,138 shares of SCHG stock, worth $88,836. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,138
Previous 2,750
14.11%
Holding current value
$88,836
Previous $267 Million
22.34%
% of portfolio
0.24%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$318 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$310 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$276 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$271 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio