Kfa Private Wealth Group, LLC Schwab Strategic Tr Us Large C Transaction History
Kfa Private Wealth Group, LLC
- $209 Million
- Q3 2024
A detailed history of Kfa Private Wealth Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 3,118 shares of SCHG stock, worth $88,270. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,118
Previous 4,085
23.67%
Holding current value
$88,270
Previous $411,000
21.17%
% of portfolio
0.16%
Previous 0.21%
Shares
3 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$318 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$310 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$276 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$271 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio