Schaeffer Financial LLC Schwab Strategic Tr Us Large C Transaction History
Schaeffer Financial LLC
- $98.4 Million
- Q3 2024
A detailed history of Schaeffer Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schaeffer Financial LLC holds 117,935 shares of SCHG stock, worth $3.08 Million. This represents 12.49% of its overall portfolio holdings.
Number of Shares
117,935
Previous 117,405
0.45%
Holding current value
$3.08 Million
Previous $11.8 Million
3.78%
% of portfolio
12.49%
Previous 12.85%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio