Barnes Wealth Management Group, Inc Schwab Strategic Tr Us Large C Transaction History
Barnes Wealth Management Group, Inc
- $149 Billion
- Q4 2024
A detailed history of Barnes Wealth Management Group, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 90,538 shares of SCHG stock, worth $2.3 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
90,538Holding current value
$2.3 Million% of portfolio
1.69%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,491Shares Held
717MCall Options Held
294KPut Options Held
152K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
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Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$971 Million2.06% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
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Lpl Financial LLC Fort Mill, SC24.6MShares$626 Million0.25% of portfolio