Guerra Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Guerra Advisors Inc
- $179 Billion
- Q1 2025
A detailed history of Guerra Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guerra Advisors Inc holds 394,845 shares of SCHG stock, worth $10.9 Million. This represents 5.53% of its overall portfolio holdings.
Number of Shares
394,845
Previous 432,053
8.61%
Holding current value
$10.9 Million
Previous $12 Billion
17.89%
% of portfolio
5.53%
Previous 6.68%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,502Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.33 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.14 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.11 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.05 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$678 Million0.25% of portfolio