Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Jamison Private Wealth Management, Inc.
- $677 Billion
- Q4 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 11,493 shares of SCHG stock, worth $313,529. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,493
Previous 2,184
426.24%
Holding current value
$313,529
Previous $228 Million
40.79%
% of portfolio
0.05%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,469Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$42.7 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.16 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.07 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.04 Billion1.41% of portfolio