Gsb Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Gsb Wealth Management, LLC
- $363 Million
- Q2 2024
A detailed history of Gsb Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 58,499 shares of SCHG stock, worth $5.76 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
58,499
Previous 58,217
0.48%
Holding current value
$5.76 Million
Previous $5.4 Million
9.3%
% of portfolio
1.62%
Previous 1.54%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio