Sfmg, LLC Schwab Strategic Tr Long Term Transaction History
Sfmg, LLC
- $1.24 Billion
- Q4 2024
A detailed history of Sfmg, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Sfmg, LLC holds 274,564 shares of SCHQ stock, worth $9 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
274,564
Previous 635,242
56.78%
Holding current value
$9 Million
Previous $22.2 Million
61.18%
% of portfolio
0.69%
Previous 1.83%
Shares
6 transactions
Others Institutions Holding SCHQ
# of Institutions
107Shares Held
11.4MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$92.8 Million12.56% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$40.1 Million0.16% of portfolio
-
Envestnet Asset Management Inc831KShares$27.2 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA414KShares$13.6 Million2.36% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL356KShares$11.7 Million0.0% of portfolio