Scott Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Scott Capital Advisors, LLC
- $350 Million
- Q4 2024
A detailed history of Scott Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Scott Capital Advisors, LLC holds 88,864 shares of SCHG stock, worth $2.49 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
88,864
Previous 22,002
303.89%
Holding current value
$2.49 Million
Previous $2.29 Million
8.03%
% of portfolio
0.71%
Previous 0.65%
Shares
13 transactions
Others Institutions Holding SCHG
# of Institutions
1,461Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$43.8 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.19 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.11 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.07 Billion1.41% of portfolio