Global Retirement Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 2024
A detailed history of Global Retirement Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Retirement Partners, LLC holds 37,598 shares of SCHG stock, worth $982,811. This represents 0.12% of its overall portfolio holdings.
Number of Shares
37,598
Previous 39,829
5.6%
Holding current value
$982,811
Previous $4.02 Million
2.49%
% of portfolio
0.12%
Previous 0.13%
Shares
31 transactions
Others Institutions Holding SCHG
# of Institutions
1,280Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio