Per Stirling Capital Management, Llc. Schwab Strategic Tr Us Large C Transaction History
Per Stirling Capital Management, Llc.
- $621 Billion
- Q2 2024
A detailed history of Per Stirling Capital Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Per Stirling Capital Management, Llc. holds 115,126 shares of SCHG stock, worth $11.3 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
115,126
Previous 119,670
3.8%
Holding current value
$11.3 Million
Previous $11.1 Billion
4.63%
% of portfolio
1.87%
Previous 1.85%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio