Opes Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Opes Wealth Management LLC
- $486 Million
- Q4 2024
A detailed history of Opes Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Opes Wealth Management LLC holds 360,714 shares of SCHG stock, worth $9.44 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
360,714
Previous 89,683
302.21%
Holding current value
$9.44 Million
Previous $9.34 Million
7.6%
% of portfolio
2.07%
Previous 1.82%
Shares
24 transactions
Others Institutions Holding SCHG
# of Institutions
1,473Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.9 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.11 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.04 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.03 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$999 Million1.41% of portfolio