Td Private Client Wealth LLC Schwab Strategic Tr Us Large C Transaction History
Td Private Client Wealth LLC
- $3.18 Trillion
- Q2 2024
A detailed history of Td Private Client Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Td Private Client Wealth LLC holds 84,932 shares of SCHG stock, worth $2.35 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
84,932Holding current value
$2.35 Million% of portfolio
0.27%Shares
14 transactions
Others Institutions Holding SCHG
# of Institutions
1,284Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$294 Million2.39% of portfolio
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Mather Group, Llc. Chicago, IL9.76MShares$270 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.1MShares$252 Million1.33% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$124 Million14.61% of portfolio