Affinity Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Affinity Capital Advisors, LLC
- $470 Million
- Q2 2024
A detailed history of Affinity Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Affinity Capital Advisors, LLC holds 83,037 shares of SCHG stock, worth $8.17 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
83,037
Previous 83,444
0.49%
Holding current value
$8.17 Million
Previous $7.74 Million
8.23%
% of portfolio
1.78%
Previous 1.73%
Shares
19 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio