Napa Wealth Management Schwab Strategic Tr Us Large C Transaction History
Napa Wealth Management
- $184 Billion
- Q4 2023
A detailed history of Napa Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Napa Wealth Management holds 17,737 shares of SCHG stock, worth $1.79 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
17,737Holding current value
$1.79 Million% of portfolio
0.8%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,185Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.15 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$917 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$906 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$878 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$497 Million1.05% of portfolio