Barlow Wealth Partners, Inc. Schwab Strategic Tr Us Large C Transaction History
Barlow Wealth Partners, Inc.
- $765 Billion
- Q3 2024
A detailed history of Barlow Wealth Partners, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Barlow Wealth Partners, Inc. holds 3,886 shares of SCHG stock, worth $107,098. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,886
Previous 3,886
-0.0%
Holding current value
$107,098
Previous $382 Million
4.69%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$310 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$269 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$263 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$134 Million5.48% of portfolio