Garrett Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Garrett Investment Advisors LLC
- $941 Million
- Q4 2024
A detailed history of Garrett Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 27,863 shares of SCHG stock, worth $805,519. This represents 0.08% of its overall portfolio holdings.
Number of Shares
27,863
Previous 7,527
270.17%
Holding current value
$805,519
Previous $784,000
1.02%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding SCHG
# of Institutions
1,460Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$45.2 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.23 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.15 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.1 Billion1.41% of portfolio