Mainsail Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Mainsail Financial Group, LLC
- $145 Billion
- Q1 2024
A detailed history of Mainsail Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mainsail Financial Group, LLC holds 72,123 shares of SCHG stock, worth $7.53 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
72,123
Previous 71,396
1.02%
Holding current value
$7.53 Million
Previous $5.93 Billion
12.68%
% of portfolio
4.61%
Previous 4.6%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$949 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$938 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$908 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$514 Million1.05% of portfolio