Unique Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Unique Wealth, LLC
- $354 Billion
- Q1 2024
A detailed history of Unique Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Unique Wealth, LLC holds 337,018 shares of SCHG stock, worth $34.8 Million. This represents 8.82% of its overall portfolio holdings.
Number of Shares
337,018
Previous 320,363
5.2%
Holding current value
$34.8 Million
Previous $26.6 Billion
17.56%
% of portfolio
8.82%
Previous 8.61%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,186Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.17 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$938 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$927 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$898 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$509 Million1.05% of portfolio