First Heartland Consultants, Inc. Schwab Strategic Tr Us Large C Transaction History
First Heartland Consultants, Inc.
- $877 Million
- Q1 2025
A detailed history of First Heartland Consultants, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 19,689 shares of SCHG stock, worth $598,348. This represents 0.06% of its overall portfolio holdings.
Number of Shares
19,689
Previous 9,032
117.99%
Holding current value
$598,348
Previous $251,000
96.41%
% of portfolio
0.06%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,584Shares Held
803MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.68 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.16 Billion2.06% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$997 Million0.17% of portfolio