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 $5.07 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
182,958
Previous 186,069
1.67%
Holding current value
$5.07 Million
Previous $18.8 Million
1.47%
% of portfolio
3.61%
Previous 3.31%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$294 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$270 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$252 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$124 Million14.61% of portfolio