Smith, Salley & Associates Schwab Strategic Tr Us Large C Transaction History
Smith, Salley & Associates
- $1.48 Billion
- Q3 2024
A detailed history of Smith, Salley & Associates transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smith, Salley & Associates holds 3,813 shares of SCHG stock, worth $107,946. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,813
Previous 3,888
1.93%
Holding current value
$107,946
Previous $392,000
1.28%
% of portfolio
0.03%
Previous 0.03%
Shares
8 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