Shorepoint Capital Partners LLC Schwab Strategic Tr Us Large C Transaction History
Shorepoint Capital Partners LLC
- $426 Million
- Q3 2024
A detailed history of Shorepoint Capital Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shorepoint Capital Partners LLC holds 83,578 shares of SCHG stock, worth $2.37 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
83,578
Previous 85,028
1.71%
Holding current value
$2.37 Million
Previous $8.57 Million
1.55%
% of portfolio
2.04%
Previous 2.06%
Shares
22 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$318 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$310 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$276 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$271 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio