Smith Chas P & Associates Pa Cpas Schwab Strategic Tr Us Large C Transaction History
Smith Chas P & Associates Pa Cpas
- $1.77 Billion
- Q3 2024
A detailed history of Smith Chas P & Associates Pa Cpas transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 4,756 shares of SCHG stock, worth $130,314. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,756
Previous 4,756
-0.0%
Holding current value
$130,314
Previous $479,000
3.34%
% of portfolio
0.03%
Previous 0.03%
Shares
6 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$308 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$300 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$262 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$133 Million5.48% of portfolio