Mainsail Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Mainsail Financial Group, LLC
- $168 Billion
- Q3 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 79,111 shares of SCHG stock, worth $2.13 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
79,111
Previous 83,683
5.46%
Holding current value
$2.13 Million
Previous $8.44 Billion
1.29%
% of portfolio
4.94%
Previous 4.97%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$304 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$295 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$263 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$258 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$131 Million5.48% of portfolio