Nabity Jensen Investment Management Inc Schwab Strategic Tr Us Large C Transaction History
Nabity Jensen Investment Management Inc
- $126 Billion
- Q1 2025
A detailed history of Nabity Jensen Investment Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nabity Jensen Investment Management Inc holds 162,194 shares of SCHG stock, worth $4.37 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
162,194
Previous 162,389
0.12%
Holding current value
$4.37 Million
Previous $4.53 Billion
10.26%
% of portfolio
3.23%
Previous 3.42%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,499Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.3 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.11 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.09 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.03 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$663 Million0.25% of portfolio