Latko Wealth Management, Ltd. Schwab Strategic Tr Us Large C Transaction History
Latko Wealth Management, Ltd.
- $165 Million
- Q3 2024
A detailed history of Latko Wealth Management, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 24,540 shares of SCHG stock, worth $694,727. This represents 1.55% of its overall portfolio holdings.
Number of Shares
24,540Holding current value
$694,727% of portfolio
1.55%Shares
1 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
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Sei Investments CO Oaks, PA9.56MShares$271 Million1.33% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio