Paradigm, Strategies In Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Paradigm, Strategies In Wealth Management, LLC
- $144 Million
- Q4 2024
A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 745,214 shares of SCHG stock, worth $21.1 Million. This represents 14.39% of its overall portfolio holdings.
Number of Shares
745,214
Previous 194,560
283.03%
Holding current value
$21.1 Million
Previous $20.3 Million
2.47%
% of portfolio
14.39%
Previous 13.24%
Shares
16 transactions
Others Institutions Holding SCHG
# of Institutions
1,339Shares Held
1.8BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$44.2 Billion97.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$318 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$309 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$276 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$270 Million1.33% of portfolio