Gen Wealth Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Gen Wealth Group, Inc.
- $432 Million
- Q3 2024
A detailed history of Gen Wealth Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 454,714 shares of SCHV stock, worth $12.3 Million. This represents 8.47% of its overall portfolio holdings.
Number of Shares
454,714
Previous 438,568
3.68%
Holding current value
$12.3 Million
Previous $32.5 Million
12.48%
% of portfolio
8.47%
Previous 8.05%
Shares
25 transactions
Others Institutions Holding SCHV
# of Institutions
810Shares Held
104MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$503 Million3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$310 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$290 Million11.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$120 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$109 Million0.11% of portfolio