Core Wealth Partners LLC Schwab Strategic Tr Us Large C Transaction History
Core Wealth Partners LLC
- $165 Billion
- Q3 2024
A detailed history of Core Wealth Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Core Wealth Partners LLC holds 3,690 shares of SCHG stock, worth $103,209. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,690Holding current value
$103,209% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,313Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$315 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$306 Million0.38% of portfolio
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Mather Group, Llc. Chicago, IL9.76MShares$273 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.56MShares$267 Million1.33% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$136 Million5.48% of portfolio