American Financial & Tax Strategies Inc Schwab Strategic Tr Us Large C Transaction History
American Financial & Tax Strategies Inc
- $185 Million
- Q2 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 3,792 shares of SCHG stock, worth $386,518. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,792
Previous 3,960
4.24%
Holding current value
$386,518
Previous $367,000
4.09%
% of portfolio
0.21%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.08 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.02 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$928 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$926 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$458 Million14.61% of portfolio