Burt Wealth Advisors Schwab Strategic Tr Us Large C Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
A detailed history of Burt Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Burt Wealth Advisors holds 8,719 shares of SCHG stock, worth $246,660. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,719
Previous 8,719
-0.0%
Holding current value
$246,660
Previous $879,000
3.3%
% of portfolio
0.23%
Previous 0.23%
Shares
14 transactions
Others Institutions Holding SCHG
# of Institutions
1,331Shares Held
1.79BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$44.2 Billion97.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$318 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$309 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$276 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$270 Million1.33% of portfolio