Joseph Group Capital Management Schwab Strategic Tr Us Large C Transaction History
Joseph Group Capital Management
- $167 Million
- Q2 2024
A detailed history of Joseph Group Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Joseph Group Capital Management holds 28,379 shares of SCHG stock, worth $2.92 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
28,379
Previous 28,635
0.89%
Holding current value
$2.92 Million
Previous $2.66 Million
7.76%
% of portfolio
1.72%
Previous 1.53%
Shares
12 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.09 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$936 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$934 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$462 Million14.61% of portfolio