Ferguson Wellman Capital Management, Inc Schwab Strategic Tr Us Large C Transaction History
Ferguson Wellman Capital Management, Inc
- $4.99 Billion
- Q3 2024
A detailed history of Ferguson Wellman Capital Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 7,386 shares of SCHG stock, worth $209,097. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,386
Previous 7,386
-0.0%
Holding current value
$209,097
Previous $769,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$318 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$310 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$276 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$271 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio