Paladin Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
Paladin Advisory Group, LLC
- $130 Million
- Q4 2024
A detailed history of Paladin Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 11,876 shares of SCHG stock, worth $343,216. This represents 0.25% of its overall portfolio holdings.
Number of Shares
11,876
Previous 2,969
300.0%
Holding current value
$343,216
Previous $309,000
6.8%
% of portfolio
0.25%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,352Shares Held
1.82BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$45.2 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$325 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$316 Million0.38% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$276 Million1.33% of portfolio