Copperwynd Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Copperwynd Financial, LLC
- $318 Million
- Q2 2024
A detailed history of Copperwynd Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Copperwynd Financial, LLC holds 2,149 shares of SCHG stock, worth $220,702. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,149Holding current value
$220,702% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.09 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.02 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$935 Million1.33% of portfolio
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Mather Group, Llc. Chicago, IL9.08MShares$933 Million11.2% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$461 Million14.61% of portfolio