Next Level Wealth Planning, LLC Schwab Strategic Tr Us Large C Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 370,113 shares of SCHG stock, worth $9.36 Million. This represents 8.11% of its overall portfolio holdings.
Number of Shares
370,113Holding current value
$9.36 Million% of portfolio
8.11%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,483Shares Held
705MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio