Alpha Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 18,286 shares of SCHG stock, worth $530,659. This represents 0.23% of its overall portfolio holdings.
Number of Shares
18,286
Previous 4,572
299.96%
Holding current value
$530,659
Previous $476 Million
7.0%
% of portfolio
0.23%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,346Shares Held
1.81BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$45.4 Billion97.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$326 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$317 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$283 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$277 Million1.33% of portfolio