Monterey Private Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 7,939 shares of SCHG stock, worth $201,809. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,939Holding current value
$201,809% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,492Shares Held
713MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$561 Million0.26% of portfolio