Ted Buchan & CO Schwab Strategic Tr Us Large C Transaction History

Ted Buchan & CO

$211 Billion
Q3 2024

A detailed history of Ted Buchan & CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ted Buchan & CO holds 2,344 shares of SCHG stock, worth $65,092. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,344

Holding current value

$65,092

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$92.63 - $105.69 $217,124 - $247,737	2,344 New	2,344 $244 Million

Others Institutions Holding SCHG

# of Institutions

1,289

Shares Held

180M

Call Options Held

87.6K

Put Options Held

27.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$312 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$304 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$271 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$265 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$135 Million
5.48% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ted Buchan & CO, based on Form 13F filings with the SEC.

News

Stay updated on Ted Buchan & CO with notifications on news.

Account