Kestra Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History
Kestra Advisory Services, LLC
- $17.6 Billion
- Q2 2024
A detailed history of Kestra Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 748,018 shares of SCHG stock, worth $20.7 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
748,018
Previous 514,616
45.35%
Holding current value
$20.7 Million
Previous $47.7 Million
58.08%
% of portfolio
0.43%
Previous 0.33%
Shares
16 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$294 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$270 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$252 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$124 Million14.61% of portfolio