Precedent Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 3,146 shares of SCHG stock, worth $327,404. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,146Holding current value
$327,404% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.04 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
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Mather Group, Llc. Chicago, IL9.08MShares$945 Million11.2% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio