Finer Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Finer Wealth Management, Inc.
- $155 Million
- Q2 2024
A detailed history of Finer Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 4,052 shares of SCHG stock, worth $416,707. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,052
Previous 3,957
2.4%
Holding current value
$416,707
Previous $366,000
11.48%
% of portfolio
0.26%
Previous 0.24%
Shares
11 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$1.09 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$936 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$934 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$462 Million14.61% of portfolio