Annapolis Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
A detailed history of Annapolis Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 156 shares of SCHG stock, worth $4,740. This represents 0.0% of its overall portfolio holdings.
Number of Shares
156
Previous 156
-0.0%
Holding current value
$4,740
Previous $15,000
6.67%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,589Shares Held
798MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.68 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.16 Billion2.06% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$997 Million0.17% of portfolio