Summit Wealth & Retirement Planning, Inc. Schwab Strategic Tr Us Large C Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 402,768 shares of SCHG stock, worth $41.9 Million. This represents 14.44% of its overall portfolio holdings.
Number of Shares
402,768
Previous 399,398
0.84%
Holding current value
$41.9 Million
Previous $37 Million
9.68%
% of portfolio
14.44%
Previous 13.79%
Shares
23 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.04 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$945 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio