Berkshire Asset Management LLC Schwab Strategic Tr Us Large C Transaction History
Berkshire Asset Management LLC
- $1.89 Billion
- Q1 2024
A detailed history of Berkshire Asset Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Berkshire Asset Management LLC holds 78,652 shares of SCHG stock, worth $8.02 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
78,652
Previous 67,382
16.73%
Holding current value
$8.02 Million
Previous $5.59 Million
30.45%
% of portfolio
0.39%
Previous 0.32%
Shares
20 transactions
Others Institutions Holding SCHG
# of Institutions
1,194Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.16 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$927 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$926 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$888 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$503 Million1.05% of portfolio