Gleason Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Gleason Group, Inc.
- $492 Million
- Q2 2024
A detailed history of Gleason Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gleason Group, Inc. holds 59,947 shares of SCHG stock, worth $6.13 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
59,947
Previous 68,941
13.05%
Holding current value
$6.13 Million
Previous $6.39 Million
5.43%
% of portfolio
1.23%
Previous 1.34%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,252Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.08 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.02 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$930 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$928 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$459 Million14.61% of portfolio