Financial Consulate, Inc Schwab Strategic Tr Us Large C Transaction History
Financial Consulate, Inc
- $358 Million
- Q3 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 11,735 shares of SCHG stock, worth $323,416. This represents 0.34% of its overall portfolio holdings.
Number of Shares
11,735
Previous 4,728
148.2%
Holding current value
$323,416
Previous $476,000
156.72%
% of portfolio
0.34%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$310 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$269 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$263 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$134 Million5.48% of portfolio