Souders Financial Advisors Schwab Strategic Tr Us Large C Transaction History
Souders Financial Advisors
- $639 Million
- Q2 2024
A detailed history of Souders Financial Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Souders Financial Advisors holds 187,575 shares of SCHG stock, worth $19.1 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
187,575
Previous 180,372
3.99%
Holding current value
$19.1 Million
Previous $16.7 Million
13.1%
% of portfolio
2.96%
Previous 2.74%
Shares
18 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares 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$1.01 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$925 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$923 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$457 Million14.61% of portfolio