Sculati Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Sculati Wealth Management, LLC
- $231 Million
- Q1 2024
A detailed history of Sculati Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 84,484 shares of SCHG stock, worth $8.52 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
84,484
Previous 85,320
0.98%
Holding current value
$8.52 Million
Previous $7.08 Million
10.67%
% of portfolio
3.4%
Previous 3.32%
Shares
18 transactions
Others Institutions Holding SCHG
# of Institutions
1,185Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.15 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$917 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$906 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$878 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$497 Million1.05% of portfolio