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 $216,575. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,939Holding current value
$216,575% of portfolio
0.07%Shares
1 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