Buckingham Strategic Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 39,181 shares of SCHG stock, worth $1.24 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
39,181
Previous 43,271
9.45%
Holding current value
$1.24 Million
Previous $4.01 Million
1.52%
% of portfolio
0.04%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding SCHG
# of Institutions
1,617Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.34 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio