Sja Financial Advisory, LLC Schwab Strategic Tr Us Large C Transaction History
Sja Financial Advisory, LLC
- $139 Million
- Q4 2024
A detailed history of Sja Financial Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 119,039 shares of SCHG stock, worth $3.06 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
119,039
Previous 31,262
280.78%
Holding current value
$3.06 Million
Previous $3.26 Million
1.87%
% of portfolio
2.39%
Previous 2.23%
Shares
29 transactions
Others Institutions Holding SCHG
# of Institutions
1,477Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.2 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.09 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.02 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.01 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$980 Million1.41% of portfolio