American Financial & Tax Strategies Inc Schwab Strategic Tr Us Large C Transaction History
American Financial & Tax Strategies Inc
- $188 Million
- Q4 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 12,080 shares of SCHG stock, worth $343,313. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,080
Previous 3,469
248.23%
Holding current value
$343,313
Previous $361,000
6.93%
% of portfolio
0.18%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,407Shares Held
1.99BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.4 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.11 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.08 Billion1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$627 Million0.26% of portfolio
-
Avantax Planning Partners, Inc.15.4MShares$437 Million15.54% of portfolio