Gunn & CO Investment Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Gunn & CO Investment Management, Inc.
- $145 Billion
- Q3 2024
A detailed history of Gunn & CO Investment Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gunn & CO Investment Management, Inc. holds 4,756 shares of SCHG stock, worth $150,955. This represents 0.34% of its overall portfolio holdings.
Number of Shares
4,756
Previous 4,756
-0.0%
Holding current value
$150,955
Previous $479,000
103340.5%
% of portfolio
0.34%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,616Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio