Certified Advisory Corp Schwab Strategic Tr Us Large C Transaction History
Certified Advisory Corp
- $910 Million
- Q4 2024
A detailed history of Certified Advisory Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Certified Advisory Corp holds 295,657 shares of SCHG stock, worth $8.56 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
295,657
Previous 71,635
312.73%
Holding current value
$8.56 Million
Previous $7.46 Million
10.41%
% of portfolio
0.91%
Previous 0.85%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,448Shares Held
2.24BCall Options Held
264KPut Options Held
98K-
Koshinski Asset Management, Inc.1.56BShares$45.3 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.23 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.15 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.1 Billion1.41% of portfolio