Catalytic Wealth Ria, LLC Schwab Strategic Tr Us Large C Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 18,972 shares of SCHG stock, worth $508,829. This represents 0.09% of its overall portfolio holdings.
Number of Shares
18,972
Previous 5,250
261.37%
Holding current value
$508,829
Previous $547 Million
3.33%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,469Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$41.9 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.14 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.07 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.05 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.02 Billion1.41% of portfolio