Mcdonald Partners LLC Schwab Strategic Tr Us Large C Transaction History
Mcdonald Partners LLC
- $381 Million
- Q4 2024
A detailed history of Mcdonald Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mcdonald Partners LLC holds 10,600 shares of SCHG stock, worth $289,168. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,600
Previous 2,650
300.0%
Holding current value
$289,168
Previous $276,000
6.88%
% of portfolio
0.08%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,469Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$42.7 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.16 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.07 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.04 Billion1.41% of portfolio