Pacific Wealth Strategies Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Pacific Wealth Strategies Group, Inc.
- $143 Million
- Q4 2024
A detailed history of Pacific Wealth Strategies Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pacific Wealth Strategies Group, Inc. holds 398,314 shares of SCHG stock, worth $10.9 Million. This represents 7.75% of its overall portfolio holdings.
Number of Shares
398,314
Previous 102,657
288.0%
Holding current value
$10.9 Million
Previous $10.7 Million
3.81%
% of portfolio
7.75%
Previous 7.96%
Shares
33 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