Archford Capital Strategies, LLC Schwab Strategic Tr Us Large C Transaction History
Archford Capital Strategies, LLC
- $681 Million
- Q3 2024
A detailed history of Archford Capital Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Archford Capital Strategies, LLC holds 235,179 shares of SCHG stock, worth $6.44 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
235,179
Previous 56,366
317.24%
Holding current value
$6.44 Million
Previous $5.68 Million
331.11%
% of portfolio
3.6%
Previous 0.93%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,310Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio