Transform Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Transform Wealth, LLC holds 25,276 shares of SCHG stock, worth $2.48 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
25,276
Previous 21,326
18.52%
Holding current value
$2.48 Million
Previous $1.98 Million
28.88%
% of portfolio
0.19%
Previous 0.19%
Shares
13 transactions
Others Institutions Holding SCHG
# of Institutions
1,202Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.12 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$893 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$892 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$855 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$484 Million1.05% of portfolio