Consolidated Portfolio Review Corp Schwab Strategic Tr Us Large C Transaction History
Consolidated Portfolio Review Corp
- $632 Billion
- Q4 2024
A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 140,584 shares of SCHG stock, worth $3.72 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
140,584
Previous 32,360
334.44%
Holding current value
$3.72 Million
Previous $3.37 Billion
16.22%
% of portfolio
0.62%
Previous 0.75%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,468Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$41.3 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.12 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.05 Billion2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.04 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$1.01 Billion1.41% of portfolio