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 $8.78 Million. This represents 7.88% of its overall portfolio holdings.
Number of Shares
335,702
Previous 239,873
39.95%
Holding current value
$8.78 Million
Previous $24.2 Million
44.59%
% of portfolio
7.88%
Previous 6.18%
Shares
36 transactions
Others Institutions Holding SCHG
# of Institutions
1,280Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio