Smithbridge Asset Management Inc Schwab Strategic Tr Us Large C Transaction History
Smithbridge Asset Management Inc
- $573 Million
- Q3 2024
A detailed history of Smithbridge Asset Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smithbridge Asset Management Inc holds 77,112 shares of SCHG stock, worth $2.1 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
77,112
Previous 78,779
2.12%
Holding current value
$2.1 Million
Previous $7.94 Million
1.12%
% of portfolio
1.4%
Previous 1.66%
Shares
30 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio