Td Private Client Wealth LLC Schwab Strategic Tr Us Large C Transaction History
Td Private Client Wealth LLC
- $3.48 Trillion
- Q3 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 98,132 shares of SCHG stock, worth $2.7 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
98,132
Previous 84,932
15.54%
Holding current value
$2.7 Million
Previous $8.56 Billion
19.37%
% of portfolio
0.29%
Previous 0.27%
Shares
15 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$309 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$263 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$134 Million5.48% of portfolio