Ehrlich Financial Group Schwab Strategic Tr Us Large C Transaction History
Ehrlich Financial Group
- $140 Billion
- Q3 2024
A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ehrlich Financial Group holds 3,044 shares of SCHG stock, worth $88,093. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,044
Previous 3,034
0.33%
Holding current value
$88,093
Previous $306 Million
3.65%
% of portfolio
0.23%
Previous 0.24%
Shares
3 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$326 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$317 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$283 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$277 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$141 Million5.48% of portfolio