Econ Financial Services Corp Schwab Strategic Tr Us Large C Transaction History
Econ Financial Services Corp
- $159 Million
- Q1 2024
A detailed history of Econ Financial Services Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Econ Financial Services Corp holds 5,274 shares of SCHG stock, worth $551,080. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,274
Previous 5,511
4.3%
Holding current value
$551,080
Previous $457,000
7.0%
% of portfolio
0.31%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$950 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$949 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$909 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$515 Million1.05% of portfolio