National Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,178 shares of SCHG stock, worth $60,918. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,178Holding current value
$60,918% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,313Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$315 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$306 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$273 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$267 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$136 Million5.48% of portfolio