Silver Oak Securities, Inc Schwab Strategic Tr Us Large C Transaction History
Silver Oak Securities, Inc
- $899 Million
- Q3 2024
A detailed history of Silver Oak Securities, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Silver Oak Securities, Inc holds 52,796 shares of SCHG stock, worth $1.45 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
52,796
Previous 49,276
7.14%
Holding current value
$1.45 Million
Previous $4.97 Million
10.71%
% of portfolio
0.61%
Previous 0.78%
Shares
12 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$309 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$263 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$134 Million5.48% of portfolio