Petra Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Petra Financial Advisors Inc
- $152 Billion
- Q3 2024
A detailed history of Petra Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Petra Financial Advisors Inc holds 18,514 shares of SCHG stock, worth $512,837. This represents 1.27% of its overall portfolio holdings.
Number of Shares
18,514
Previous 18,913
2.11%
Holding current value
$512,837
Previous $1.91 Billion
1.13%
% of portfolio
1.27%
Previous 1.37%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$294 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$270 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$252 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$124 Million14.61% of portfolio