Jbr CO Financial Management Inc Schwab Strategic Tr Us Large C Transaction History
Jbr CO Financial Management Inc
- $171 Billion
- Q1 2025
A detailed history of Jbr CO Financial Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 58,066 shares of SCHG stock, worth $1.75 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
58,066
Previous 57,802
0.46%
Holding current value
$1.75 Million
Previous $1.61 Billion
9.74%
% of portfolio
0.85%
Previous 0.98%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,556Shares Held
759MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.45 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.27 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.24 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$742 Million0.25% of portfolio