Private Wealth Strategies, L.L.C. Schwab Strategic Tr Us Large C Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
A detailed history of Private Wealth Strategies, L.L.C. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 444,273 shares of SCHG stock, worth $11.8 Million. This represents 9.13% of its overall portfolio holdings.
Number of Shares
444,273
Previous 439,605
1.06%
Holding current value
$11.8 Million
Previous $40.8 Million
9.91%
% of portfolio
9.13%
Previous 8.54%
Shares
14 transactions
Others Institutions Holding SCHG
# of Institutions
1,478Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$41.4 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.12 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.05 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.04 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.01 Billion1.41% of portfolio