Wbh Advisory Inc Schwab Strategic Tr Us Large C Transaction History
Wbh Advisory Inc
- $1.07 Billion
- Q4 2024
A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wbh Advisory Inc holds 657,511 shares of SCHG stock, worth $16.6 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
657,511
Previous 180,129
265.02%
Holding current value
$16.6 Million
Previous $18.8 Million
2.35%
% of portfolio
1.71%
Previous 1.79%
Shares
12 transactions
Others Institutions Holding SCHG
# of Institutions
1,483Shares Held
706MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio