Heirloom Wealth Management Schwab Strategic Tr Us Large C Transaction History
Heirloom Wealth Management
- $297 Million
- Q2 2024
A detailed history of Heirloom Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heirloom Wealth Management holds 26,559 shares of SCHG stock, worth $2.76 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
26,559
Previous 28,822
7.85%
Holding current value
$2.76 Million
Previous $2.67 Million
0.22%
% of portfolio
0.9%
Previous 0.96%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.04 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$945 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio