Powers Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
Powers Advisory Group, LLC
- $200 Million
- Q3 2024
A detailed history of Powers Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Powers Advisory Group, LLC holds 69,084 shares of SCHG stock, worth $1.96 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
69,084
Previous 65,231
5.91%
Holding current value
$1.96 Million
Previous $6.58 Million
9.43%
% of portfolio
3.59%
Previous 3.59%
Shares
12 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$318 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$310 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$276 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$271 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio