Code Waechter LLC Schwab Strategic Tr Us Large C Transaction History
Code Waechter LLC
- $114 Million
- Q4 2024
A detailed history of Code Waechter LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Code Waechter LLC holds 358,865 shares of SCHG stock, worth $10.4 Million. This represents 8.75% of its overall portfolio holdings.
Number of Shares
358,865
Previous 90,529
296.41%
Holding current value
$10.4 Million
Previous $9.43 Million
6.04%
% of portfolio
8.75%
Previous 8.99%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,459Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$45.2 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