Wc Walker & Associates, Inc. Schwab Strategic Tr Us Large C Transaction History
Wc Walker & Associates, Inc.
- $181 Million
- Q4 2022
A detailed history of Wc Walker & Associates, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wc Walker & Associates, Inc. holds 8,587 shares of SCHG stock, worth $259,499. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,587
Previous 8,534
0.62%
Holding current value
$259,499
Previous $498,000
4.22%
% of portfolio
0.26%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,566Shares Held
767MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.67 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio