Retirement Group, LLC Schwab Strategic Tr Us Large C Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Group, LLC holds 20,393 shares of SCHG stock, worth $575,286. This represents 0.71% of its overall portfolio holdings.
Number of Shares
20,393
Previous 3,791
437.93%
Holding current value
$575,286
Previous $314,000
501.91%
% of portfolio
0.71%
Previous 0.13%
Shares
16 transactions
Others Institutions Holding SCHG
# of Institutions
1,331Shares Held
1.79BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$44.1 Billion97.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$317 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$309 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$275 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$270 Million1.33% of portfolio