Old Port Advisors Schwab Strategic Tr Us Large C Transaction History
Old Port Advisors
- $335 Billion
- Q2 2024
A detailed history of Old Port Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Old Port Advisors holds 26,707 shares of SCHG stock, worth $2.63 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
26,707
Previous 26,434
1.03%
Holding current value
$2.63 Million
Previous $2.45 Billion
9.88%
% of portfolio
0.8%
Previous 0.75%
Shares
23 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio