Fin Trust Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Fin Trust Capital Advisors, LLC
- $510 Million
- Q1 2024
A detailed history of Fin Trust Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 3,145 shares of SCHG stock, worth $322,425. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,145
Previous 3,272
3.88%
Holding current value
$322,425
Previous $271,000
7.38%
% of portfolio
0.06%
Previous 0.05%
Shares
21 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$1.16 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$932 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$921 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$892 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$505 Million1.05% of portfolio