Coldstream Capital Management Inc Schwab Strategic Tr Us Large C Transaction History
Coldstream Capital Management Inc
- $3.92 Billion
- Q1 2024
A detailed history of Coldstream Capital Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Coldstream Capital Management Inc holds 91,446 shares of SCHG stock, worth $9.38 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
91,446
Previous 108,000
15.33%
Holding current value
$9.38 Million
Previous $8.96 Million
5.37%
% of portfolio
0.22%
Previous 0.25%
Shares
27 transactions
Others Institutions Holding SCHG
# of Institutions
1,186Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.16 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$932 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$921 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$892 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$505 Million1.05% of portfolio