Kaizen Financial Strategies Schwab Strategic Tr Us Large C Transaction History
Kaizen Financial Strategies
- $153 Million
- Q2 2024
A detailed history of Kaizen Financial Strategies transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kaizen Financial Strategies holds 128,868 shares of SCHG stock, worth $13.4 Million. This represents 8.48% of its overall portfolio holdings.
Number of Shares
128,868
Previous 123,636
4.23%
Holding current value
$13.4 Million
Previous $11.5 Million
13.36%
% of portfolio
8.48%
Previous 6.57%
Shares
14 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$943 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$941 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$465 Million14.61% of portfolio