Uptown Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Uptown Financial Advisors LLC
- $92.7 Billion
- Q4 2024
A detailed history of Uptown Financial Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 11,476 shares of SCHG stock, worth $291,605. This represents 0.34% of its overall portfolio holdings.
Number of Shares
11,476Holding current value
$291,605% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,486Shares Held
711MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
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Lpl Financial LLC Fort Mill, SC22.1MShares$560 Million0.26% of portfolio