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 $90,679. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,469
Previous 3,792
8.52%
Holding current value
$90,679
Previous $382,000
5.5%
% of portfolio
0.19%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio