First Heartland Consultants, Inc. Schwab Strategic Tr Us Large C Transaction History
First Heartland Consultants, Inc.
- $930 Million
- Q3 2024
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 2,116 shares of SCHG stock, worth $58,168. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,116
Previous 2,030
4.24%
Holding current value
$58,168
Previous $205,000
7.32%
% of portfolio
0.02%
Previous 0.01%
Shares
3 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$309 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 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