Minich Mac Gregor Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Minich Mac Gregor Wealth Management, LLC
- $444 Million
- Q3 2024
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 335,702 shares of SCHG stock, worth $9.2 Million. This represents 7.88% of its overall portfolio holdings.
Number of Shares
335,702
Previous 239,873
39.95%
Holding current value
$9.2 Million
Previous $24.2 Million
44.59%
% of portfolio
7.88%
Previous 6.18%
Shares
36 transactions
Others Institutions Holding SCHG
# of Institutions
1,310Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio