Avantra Family Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History
Avantra Family Wealth, Inc.
- $107 Billion
- Q4 2024
A detailed history of Avantra Family Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 10,292 shares of SCHG stock, worth $297,438. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,292Holding current value
$297,438% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,352Shares Held
1.82BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$45.2 Billion97.59% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$325 Million2.41% of portfolio
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Envestnet Asset Management Inc10.9MShares$316 Million0.38% of portfolio
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Mather Group, Llc. Chicago, IL9.76MShares$282 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.56MShares$276 Million1.33% of portfolio