Catalytic Wealth Ria, LLC Schwab Strategic Tr Us Large C Transaction History
Catalytic Wealth Ria, LLC
- $573 Billion
- Q3 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 5,250 shares of SCHG stock, worth $141,645. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,250
Previous 2,362
122.27%
Holding current value
$141,645
Previous $238 Million
129.63%
% of portfolio
0.1%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$304 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$295 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$263 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$258 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$131 Million5.48% of portfolio