Team Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Team Financial Group, LLC
- $149 Billion
- Q1 2024
A detailed history of Team Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Team Financial Group, LLC holds 77,855 shares of SCHG stock, worth $8.13 Million. This represents 4.86% of its overall portfolio holdings.
Number of Shares
77,855
Previous 22,979
238.81%
Holding current value
$8.13 Million
Previous $1.91 Billion
278.67%
% of portfolio
4.86%
Previous 1.37%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$949 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$938 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$908 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$514 Million1.05% of portfolio