Global Assets Advisory, LLC Schwab Strategic Tr Us Large C Transaction History
Global Assets Advisory, LLC
- $183 Billion
- Q3 2024
A detailed history of Global Assets Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Assets Advisory, LLC holds 4,256 shares of SCHG stock, worth $121,679. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,256
Previous 4,256
-0.0%
Holding current value
$121,679
Previous $429 Million
1.84%
% of portfolio
0.24%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,389Shares Held
1.95BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.7 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL14.5MShares$414 Million0.15% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$322 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$313 Million0.38% of portfolio