Archford Capital Strategies, LLC Schwab Strategic Tr Us Large C Transaction History
Archford Capital Strategies, LLC
- $592 Million
- Q1 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 54,789 shares of SCHG stock, worth $5.72 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
54,789
Previous 49,836
9.94%
Holding current value
$5.72 Million
Previous $4.13 Million
22.88%
% of portfolio
0.86%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$950 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$949 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$909 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$515 Million1.05% of portfolio