Presidio Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
Presidio Capital Management, LLC
- $155 Million
- Q3 2024
A detailed history of Presidio Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Presidio Capital Management, LLC holds 2,113 shares of SCHG stock, worth $57,896. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,113Holding current value
$57,896% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
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Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio