Colorado Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Colorado Capital Management, Inc.
- $206 Million
- Q4 2024
A detailed history of Colorado Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Colorado Capital Management, Inc. holds 32,434 shares of SCHG stock, worth $927,288. This represents 0.44% of its overall portfolio holdings.
Number of Shares
32,434
Previous 8,954
262.23%
Holding current value
$927,288
Previous $933,000
3.11%
% of portfolio
0.44%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,384Shares Held
1.92BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.7 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL14.5MShares$414 Million0.15% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$322 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$313 Million0.38% of portfolio