Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Large C Transaction History
Patrick M Sweeney & Associates, Inc
- $133 Billion
- Q4 2024
A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 12,677 shares of SCHG stock, worth $355,082. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,677
Previous 3,138
303.98%
Holding current value
$355,082
Previous $327 Million
8.07%
% of portfolio
0.26%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,461Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$43.8 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.19 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.11 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.07 Billion1.41% of portfolio