Valicenti Advisory Services Inc Schwab Strategic Tr Us Large C Transaction History
Valicenti Advisory Services Inc
- $389 Million
- Q1 2025
A detailed history of Valicenti Advisory Services Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valicenti Advisory Services Inc holds 20,228 shares of SCHG stock, worth $557,483. This represents 0.13% of its overall portfolio holdings.
Number of Shares
20,228
Previous 20,113
0.57%
Holding current value
$557,483
Previous $561,000
9.63%
% of portfolio
0.13%
Previous 0.14%
Shares
19 transactions
Others Institutions Holding SCHG
# of Institutions
1,498Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.33 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.14 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.11 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.05 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$678 Million0.25% of portfolio