Ethos Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Ethos Financial Group, LLC
- $528 Million
- Q3 2024
A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ethos Financial Group, LLC holds 182,958 shares of SCHG stock, worth $5.03 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
182,958
Previous 186,069
1.67%
Holding current value
$5.03 Million
Previous $18.8 Million
1.47%
% of portfolio
3.61%
Previous 3.31%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$309 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$263 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$134 Million5.48% of portfolio