Kathmere Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
Kathmere Capital Management, LLC
- $798 Million
- Q2 2024
A detailed history of Kathmere Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 10,032 shares of SCHG stock, worth $1.05 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,032
Previous 9,945
0.87%
Holding current value
$1.05 Million
Previous $922,000
9.65%
% of portfolio
0.13%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$949 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$938 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$908 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$514 Million1.05% of portfolio