Castleview Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 2024
A detailed history of Castleview Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Castleview Partners, LLC holds 4,364 shares of SCHG stock, worth $124,024. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,364
Previous 1,091
300.0%
Holding current value
$124,024
Previous $30,000
303.33%
% of portfolio
0.08%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,407Shares Held
1.99BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.4 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.11 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.08 Billion1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$627 Million0.26% of portfolio
-
Avantax Planning Partners, Inc.15.4MShares$437 Million15.54% of portfolio