Great Waters Wealth Management Schwab Strategic Tr Us Large C Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Great Waters Wealth Management holds 16,559 shares of SCHG stock, worth $1.63 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
16,559
Previous 17,146
3.42%
Holding current value
$1.63 Million
Previous $1.59 Billion
5.04%
% of portfolio
0.26%
Previous 0.26%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,202Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.12 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$895 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$857 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$485 Million1.05% of portfolio