Cassaday & CO Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Cassaday & CO Wealth Management LLC
- $3.53 Billion
- Q3 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 28,970 shares of SCHG stock, worth $824,196. This represents 0.09% of its overall portfolio holdings.
Number of Shares
28,970
Previous 27,898
3.84%
Holding current value
$824,196
Previous $2.81 Million
7.29%
% of portfolio
0.09%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,366Shares Held
1.89BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.5 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$311 Million0.38% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio