Financial Life Advisors Schwab Strategic Tr Us Large C Transaction History
Financial Life Advisors
- $243 Million
- Q2 2024
A detailed history of Financial Life Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Life Advisors holds 8,501 shares of SCHG stock, worth $884,699. This represents 0.35% of its overall portfolio holdings.
Number of Shares
8,501
Previous 8,507
0.07%
Holding current value
$884,699
Previous $788,000
8.76%
% of portfolio
0.35%
Previous 0.33%
Shares
25 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