Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Steele Capital Management, Inc.
- $1.91 Trillion
- Q3 2024
A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 52,788 shares of SCHG stock, worth $1.46 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
52,788
Previous 56,755
6.99%
Holding current value
$1.46 Million
Previous $5.73 Billion
4.01%
% of portfolio
0.29%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$294 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$270 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$252 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$124 Million14.61% of portfolio