Ruggaard & Associates LLC Schwab Strategic Tr Us Large C Transaction History
Ruggaard & Associates LLC
- $216 Billion
- Q2 2024
A detailed history of Ruggaard & Associates LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ruggaard & Associates LLC holds 6,320 shares of SCHG stock, worth $171,777. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,320
Previous 6,320
-0.0%
Holding current value
$171,777
Previous $586 Million
8.76%
% of portfolio
0.29%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio