Aj Wealth Strategies, LLC Schwab Strategic Tr Us Large C Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 323,545 shares of SCHG stock, worth $33.8 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
323,545
Previous 326,889
1.02%
Holding current value
$33.8 Million
Previous $21.3 Million
13.83%
% of portfolio
1.17%
Previous 1.11%
Shares
27 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$949 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$938 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$908 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$514 Million1.05% of portfolio