Plan Group Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Plan Group Financial, LLC
- $187 Million
- Q3 2024
A detailed history of Plan Group Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Plan Group Financial, LLC holds 2,027 shares of SCHG stock, worth $57,708. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,027
Previous 2,085
2.78%
Holding current value
$57,708
Previous $210,000
0.48%
% of portfolio
0.11%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,363Shares Held
1.88BCall Options Held
140KPut Options Held
96.3K-
Koshinski Asset Management, Inc.1.56BShares$44.5 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$311 Million0.38% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio