Concourse Financial Group Securities, Inc. Schwab Strategic Tr Us Large C Transaction History
Concourse Financial Group Securities, Inc.
- $1.52 Billion
- Q1 2024
A detailed history of Concourse Financial Group Securities, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 190,979 shares of SCHG stock, worth $19.2 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
190,979
Previous 199,294
4.17%
Holding current value
$19.2 Million
Previous $16.5 Million
7.1%
% of portfolio
1.17%
Previous 1.2%
Shares
23 transactions
Others Institutions Holding SCHG
# of Institutions
1,183Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.14 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$913 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$903 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$874 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$495 Million1.05% of portfolio