Wealthgarden F.S. LLC Schwab Strategic Tr Us Large C Transaction History
Wealthgarden F.S. LLC
- $1.64 Trillion
- Q3 2024
A detailed history of Wealthgarden F.S. LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 16,521 shares of SCHG stock, worth $455,318. This represents 0.1% of its overall portfolio holdings.
Number of Shares
16,521
Previous 22,492
26.55%
Holding current value
$455,318
Previous $2.27 Billion
24.12%
% of portfolio
0.1%
Previous 2.39%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$310 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$269 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$263 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$134 Million5.48% of portfolio