Smithbridge Asset Management Inc Schwab Strategic Tr Us Large C Transaction History
Smithbridge Asset Management Inc
- $478 Million
- Q2 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 78,779 shares of SCHG stock, worth $8.02 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
78,779
Previous 80,543
2.19%
Holding current value
$8.02 Million
Previous $7.47 Million
6.39%
% of portfolio
1.66%
Previous 1.55%
Shares
29 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.08 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.02 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$927 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$924 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$457 Million14.61% of portfolio