Investments & Financial Planning, LLC Schwab Strategic Tr Us Large C Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 2024
A detailed history of Investments & Financial Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 2,364 shares of SCHG stock, worth $64,253. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,364
Previous 2,363
0.04%
Holding current value
$64,253
Previous $238,000
3.36%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio