Guerra Pan Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Guerra Pan Advisors, LLC
- $119 Billion
- Q2 2024
A detailed history of Guerra Pan Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guerra Pan Advisors, LLC holds 18,717 shares of SCHG stock, worth $1.92 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
18,717
Previous 16,274
15.01%
Holding current value
$1.92 Million
Previous $1.51 Billion
25.08%
% of portfolio
1.58%
Previous 1.4%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.09 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.02 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$935 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$933 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$461 Million14.61% of portfolio