Jbr CO Financial Management Inc Schwab Strategic Tr Us Large C Transaction History
Jbr CO Financial Management Inc
- $153 Billion
- Q3 2024
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 11,707 shares of SCHG stock, worth $325,337. This represents 0.8% of its overall portfolio holdings.
Number of Shares
11,707
Previous 12,243
4.38%
Holding current value
$325,337
Previous $1.23 Billion
1.21%
% of portfolio
0.8%
Previous 0.87%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$313 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$304 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$271 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$266 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$135 Million5.48% of portfolio