Facet Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History
Facet Wealth, Inc.
- $3.23 Billion
- Q2 2024
A detailed history of Facet Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Facet Wealth, Inc. holds 5,830 shares of SCHG stock, worth $573,905. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,830
Previous 5,806
0.41%
Holding current value
$573,905
Previous $538,000
9.11%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio