Keudell Schwab Strategic Tr Us Large C Transaction History
Keudell
- $366 Million
- Q3 2024
A detailed history of Keudell transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Keudell holds 33,018 shares of SCHG stock, worth $955,540. This represents 0.94% of its overall portfolio holdings.
Number of Shares
33,018
Previous 29,585
11.6%
Holding current value
$955,540
Previous $2.98 Million
15.29%
% of portfolio
0.94%
Previous 0.87%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$326 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$317 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$283 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$277 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$141 Million5.48% of portfolio