Catalytic Wealth Ria, LLC Schwab Strategic Tr Us Large C Transaction History
Catalytic Wealth Ria, LLC
- $573 Billion
- Q3 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 5,250 shares of SCHG stock, worth $145,425. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,250
Previous 2,362
122.27%
Holding current value
$145,425
Previous $238 Million
129.63%
% of portfolio
0.1%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$294 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$270 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$252 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$124 Million14.61% of portfolio