Aldebaran Financial Inc. Schwab Strategic Tr Us Large C Transaction History

Aldebaran Financial Inc.

$71.6 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Mar 02, 2018	SELL	N/A	-11,617 Closed	0 $0
Q3 2017 Nov 17, 2017	BUY	N/A	2 Added 0.02%	11,617 $768,000
Q2 2017 Aug 28, 2017	BUY	N/A	11,615	11,615 $734,000

Others Institutions Holding SCHG

# of Institutions

1,255

Shares Held

169M

Call Options Held

87.2K

Put Options Held

25.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.1 Billion
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$1.04 Billion
0.36% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$947 Million
1.33% of portfolio
Mather Group, Llc. Chicago, IL

9.08M
Shares

$945 Million
11.2% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$468 Million
14.61% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aldebaran Financial Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aldebaran Financial Inc. with notifications on news.