Financial Consulate, Inc Schwab Strategic Tr Us Large C Transaction History
Financial Consulate, Inc
- $322 Million
- Q1 2024
A detailed history of Financial Consulate, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Consulate, Inc holds 5,088 shares of SCHG stock, worth $513,073. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,088
Previous 4,739
7.36%
Holding current value
$513,073
Previous $393,000
19.85%
% of portfolio
0.15%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,185Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.15 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$917 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$906 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$878 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$497 Million1.05% of portfolio