Saxon Interests, Inc. Schwab Strategic Tr Us Large C Transaction History
Saxon Interests, Inc.
- $213 Million
- Q3 2024
A detailed history of Saxon Interests, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Saxon Interests, Inc. holds 2,246 shares of SCHG stock, worth $61,540. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,246
Previous 3,869
41.95%
Holding current value
$61,540
Previous $390,000
40.26%
% of portfolio
0.11%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio