Sightline Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Sightline Wealth Advisors, LLC
- $160 Million
- Q2 2024
A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 10,902 shares of SCHG stock, worth $1.13 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
10,902Holding current value
$1.13 Million% of portfolio
0.69%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.04 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
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Mather Group, Llc. Chicago, IL9.08MShares$945 Million11.2% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio