Q3 Asset Management Schwab Strategic Tr Us Large C Transaction History
Q3 Asset Management
- $161 Million
- Q4 2024
A detailed history of Q3 Asset Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Q3 Asset Management holds 456,283 shares of SCHG stock, worth $11.5 Million. This represents 7.9% of its overall portfolio holdings.
Number of Shares
456,283
Previous 141,561
222.32%
Holding current value
$11.5 Million
Previous $14.7 Million
13.77%
% of portfolio
7.9%
Previous 3.65%
Shares
18 transactions
Others Institutions Holding SCHG
# of Institutions
1,483Shares Held
706MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio