Retirement Planning Group Schwab Strategic Tr Us Large C Transaction History
Retirement Planning Group
- $1.24 Billion
- Q1 2024
A detailed history of Retirement Planning Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Retirement Planning Group holds 32,217 shares of SCHG stock, worth $3.37 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
32,217
Previous 31,745
1.49%
Holding current value
$3.37 Million
Previous $2.63 Million
13.44%
% of portfolio
0.24%
Previous 0.24%
Shares
15 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$950 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$949 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$909 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$515 Million1.05% of portfolio