American Financial & Tax Strategies Inc Schwab Strategic Tr Us Large C Transaction History
American Financial & Tax Strategies Inc
- $192 Million
- Q3 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 3,469 shares of SCHG stock, worth $95,362. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,469
Previous 3,792
8.52%
Holding current value
$95,362
Previous $382,000
5.5%
% of portfolio
0.19%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$309 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$263 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$134 Million5.48% of portfolio