Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Financial Advisors, LLC
- $524 Million
- Q3 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 828,327 shares of SCHG stock, worth $22.7 Million. This represents 16.47% of its overall portfolio holdings.
Number of Shares
828,327
Previous 848,063
2.33%
Holding current value
$22.7 Million
Previous $85.5 Million
0.91%
% of portfolio
16.47%
Previous 17.51%
Shares
24 transactions
Others Institutions Holding SCHG
# of Institutions
1,310Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio