Townsend Asset Management Corp Schwab Strategic Tr Us Large C Transaction History
Townsend Asset Management Corp
- $273 Million
- Q4 2024
A detailed history of Townsend Asset Management Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Townsend Asset Management Corp holds 140,017 shares of SCHG stock, worth $3.66 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
140,017
Previous 35,325
296.37%
Holding current value
$3.66 Million
Previous $3.68 Million
6.03%
% of portfolio
1.43%
Previous 1.37%
Shares
21 transactions
Others Institutions Holding SCHG
# of Institutions
1,474Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.9 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.11 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.04 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.03 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$999 Million1.41% of portfolio