Jbr CO Financial Management Inc Schwab Strategic Tr Us Large C Transaction History
Jbr CO Financial Management Inc
- $142 Billion
- Q2 2024
A detailed history of Jbr CO Financial Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 12,243 shares of SCHG stock, worth $1.25 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
12,243
Previous 12,323
0.65%
Holding current value
$1.25 Million
Previous $1.14 Billion
8.05%
% of portfolio
0.87%
Previous 0.91%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.08 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.02 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$927 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$924 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$457 Million14.61% of portfolio