Wr Wealth Planners, LLC Schwab Strategic Tr Us Large C Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,891 shares of SCHG stock, worth $80,283. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,891
Previous 730
296.03%
Holding current value
$80,283
Previous $73,000
312.33%
% of portfolio
0.09%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,294Shares Held
180MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$312 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$304 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$271 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$265 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$135 Million5.48% of portfolio