Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History
Abound Wealth Management
- $301 Billion
- Q3 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Abound Wealth Management holds 8,243 shares of SCHG stock, worth $224,044. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,243
Previous 8,095
1.83%
Holding current value
$224,044
Previous $816 Million
5.2%
% of portfolio
0.29%
Previous 0.3%
Shares
12 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio