Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Financial Advisors, LLC
- $488 Million
- Q2 2024
A detailed history of Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advisors, LLC holds 848,063 shares of SCHG stock, worth $88.3 Million. This represents 17.51% of its overall portfolio holdings.
Number of Shares
848,063
Previous 870,657
2.6%
Holding current value
$88.3 Million
Previous $80.7 Million
5.93%
% of portfolio
17.51%
Previous 16.74%
Shares
23 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