Flagship Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Flagship Private Wealth, LLC
- $207 Million
- Q4 2024
A detailed history of Flagship Private Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 12,410 shares of SCHG stock, worth $324,769. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,410
Previous 3,103
299.94%
Holding current value
$324,769
Previous $323,000
6.81%
% of portfolio
0.17%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,473Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.9 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.11 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.04 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.03 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$999 Million1.41% of portfolio