Safeguard Financial, LLC Schwab Strategic Tr Us Large C Transaction History
Safeguard Financial, LLC
- $458 Million
- Q4 2024
A detailed history of Safeguard Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Safeguard Financial, LLC holds 561,318 shares of SCHG stock, worth $15.1 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
561,318
Previous 144,574
288.26%
Holding current value
$15.1 Million
Previous $15.1 Million
3.86%
% of portfolio
3.42%
Previous 3.57%
Shares
12 transactions
Others Institutions Holding SCHG
# of Institutions
1,469Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$41.9 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.14 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.07 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.05 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.02 Billion1.41% of portfolio