Aspen Wealth Strategies, LLC Schwab Strategic Tr Us Large C Transaction History
Aspen Wealth Strategies, LLC
- $144 Billion
- Q2 2024
A detailed history of Aspen Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 188,804 shares of SCHG stock, worth $18.6 Million. This represents 13.37% of its overall portfolio holdings.
Number of Shares
188,804
Previous 202,201
6.63%
Holding current value
$18.6 Million
Previous $18.7 Billion
2.52%
% of portfolio
13.37%
Previous 12.95%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,202Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.12 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$895 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$857 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$485 Million1.05% of portfolio