Grant Schwab Strategic Tr Us Large C Transaction History
Grant
- $201 Million
- Q3 2024
A detailed history of Grant transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Grant holds 39,964 shares of SCHG stock, worth $1.09 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
39,964
Previous 39,765
0.5%
Holding current value
$1.09 Million
Previous $4.01 Million
3.84%
% of portfolio
2.07%
Previous 2.09%
Shares
16 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio