R. W. Roge & Company, Inc. Schwab Strategic Tr Us Large C Transaction History
R. W. Roge & Company, Inc.
- $185 Million
- Q4 2024
A detailed history of R. W. Roge & Company, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, R. W. Roge & Company, Inc. holds 53,349 shares of SCHG stock, worth $1.4 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
53,349
Previous 13,562
293.37%
Holding current value
$1.4 Million
Previous $1.41 Million
5.24%
% of portfolio
0.8%
Previous 0.75%
Shares
21 transactions
Others Institutions Holding SCHG
# of Institutions
1,474Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.9 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.11 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.04 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.03 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$999 Million1.41% of portfolio