Two West Capital Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Two West Capital Advisors LLC
- $123 Billion
- Q3 2024
A detailed history of Two West Capital Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Two West Capital Advisors LLC holds 8,096 shares of SCHG stock, worth $222,559. This represents 0.68% of its overall portfolio holdings.
Number of Shares
8,096
Previous 7,249
11.68%
Holding current value
$222,559
Previous $731 Million
15.38%
% of portfolio
0.68%
Previous 0.7%
Shares
2 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$309 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 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