Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Large C Transaction History
Dhjj Financial Advisors, Ltd.
- $214 Million
- Q2 2024
A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 86,303 shares of SCHG stock, worth $8.88 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
86,303
Previous 85,206
1.29%
Holding current value
$8.88 Million
Previous $7.9 Million
10.15%
% of portfolio
4.08%
Previous 3.87%
Shares
15 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares 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$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$936 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$934 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$462 Million14.61% of portfolio