Cassady Schiller Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 81,716 shares of SCHG stock, worth $2.07 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
81,716
Previous 20,428
300.02%
Holding current value
$2.07 Million
Previous $2.13 Million
7.0%
% of portfolio
0.85%
Previous 0.82%
Shares
13 transactions
Others Institutions Holding SCHG
# of Institutions
1,483Shares Held
705MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio