Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History
Long View Wealth Management
- $271 Billion
- Q2 2024
A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 30,920 shares of SCHG stock, worth $3.04 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
30,920
Previous 33,237
6.97%
Holding current value
$3.04 Million
Previous $3.08 Billion
1.18%
% of portfolio
1.15%
Previous 1.22%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio