Strategic Planning Group, LLC Schwab Strategic Tr Us Large C Transaction History
Strategic Planning Group, LLC
- $544 Billion
- Q4 2024
A detailed history of Strategic Planning Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Planning Group, LLC holds 577,696 shares of SCHG stock, worth $16.4 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
577,696
Previous 137,836
319.12%
Holding current value
$16.4 Million
Previous $14.4 Billion
12.12%
% of portfolio
2.96%
Previous 2.83%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,365Shares Held
1.88BCall Options Held
140KPut Options Held
96.3K-
Koshinski Asset Management, Inc.1.56BShares$44.5 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$311 Million0.38% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio