Institute For Wealth Management, Llc. Schwab Strategic Tr Us Large C Transaction History
Institute For Wealth Management, Llc.
- $766 Million
- Q1 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 62,874 shares of SCHG stock, worth $6.34 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
62,874
Previous 63,679
1.26%
Holding current value
$6.34 Million
Previous $5.28 Million
10.36%
% of portfolio
0.76%
Previous 0.87%
Shares
29 transactions
Others Institutions Holding SCHG
# of Institutions
1,185Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.15 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$917 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$906 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$878 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$497 Million1.05% of portfolio