St. James Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
St. James Investment Advisors, LLC
- $52.9 Million
- Q4 2022
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio