Dfpg Investments, LLC Schwab Strategic Tr Us Large C Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dfpg Investments, LLC holds 19,416 shares of SCHG stock, worth $549,666. This represents 0.12% of its overall portfolio holdings.
Number of Shares
19,416
Previous 17,635
10.1%
Holding current value
$549,666
Previous $1.28 Million
25.59%
% of portfolio
0.12%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$318 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$310 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$276 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$271 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio