Everett Harris & CO Schwab Strategic Tr Us Large C Transaction History
Everett Harris & CO
- $7.77 Billion
- Q2 2024
A detailed history of Everett Harris & CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Everett Harris & CO holds 6,327 shares of SCHG stock, worth $658,450. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,327
Previous 4,950
27.82%
Holding current value
$658,450
Previous $458,000
39.3%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.04 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$945 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio