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 $1.03 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
37,598
Previous 39,829
5.6%
Holding current value
$1.03 Million
Previous $4.02 Million
2.49%
% of portfolio
0.12%
Previous 0.13%
Shares
31 transactions
Others Institutions Holding SCHG
# of Institutions
1,310Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio