Fountainhead Am, LLC Schwab Strategic Tr Us Large C Transaction History
Fountainhead Am, LLC
- $404 Million
- Q2 2024
A detailed history of Fountainhead Am, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fountainhead Am, LLC holds 220,233 shares of SCHG stock, worth $21.7 Million. This represents 5.5% of its overall portfolio holdings.
Number of Shares
220,233
Previous 233,799
5.8%
Holding current value
$21.7 Million
Previous $21.7 Million
2.45%
% of portfolio
5.5%
Previous 5.35%
Shares
15 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio