Global Wealth Strategies & Associates Schwab Strategic Tr Us Large C Transaction History
Global Wealth Strategies & Associates
- $320 Billion
- Q4 2024
A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 5,784 shares of SCHG stock, worth $163,802. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,784
Previous 1,446
300.0%
Holding current value
$163,802
Previous $151 Million
7.01%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,315Shares Held
185MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$319 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$310 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$277 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$271 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio