Mc Adam, LLC Schwab Strategic Tr Us Large C Transaction History
Mc Adam, LLC
- $1.65 Billion
- Q2 2024
A detailed history of Mc Adam, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mc Adam, LLC holds 1,833,824 shares of SCHG stock, worth $181 Million. This represents 11.22% of its overall portfolio holdings.
Number of Shares
1,833,824
Previous 1,757,045
4.37%
Holding current value
$181 Million
Previous $163 Million
13.51%
% of portfolio
11.22%
Previous 10.54%
Shares
28 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