Bellwether Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Bellwether Advisors, LLC
- $542 Million
- Q4 2024
A detailed history of Bellwether Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bellwether Advisors, LLC holds 7,341 shares of SCHG stock, worth $212,448. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,341Holding current value
$212,448% of portfolio
0.04%Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,448Shares Held
2.24BCall Options Held
264KPut Options Held
98K-
Koshinski Asset Management, Inc.1.56BShares$45.3 Billion97.59% of portfolio
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Envestnet Asset Management Inc42.5MShares$1.23 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.15 Billion2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$1.1 Billion1.41% of portfolio