Eisner Amper Wealth Management Corporate Benefits, LLC Schwab Strategic Tr Us Large C Transaction History
Eisner Amper Wealth Management Corporate Benefits, LLC
- $274 Million
- Q4 2023
A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 3,746 shares of SCHG stock, worth $391,906. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,746
Previous 3,741
0.13%
Holding current value
$391,906
Previous $272,000
14.34%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,190Shares 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$951 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$950 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$911 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$515 Million1.05% of portfolio