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 $272,551. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,587
Previous 8,534
0.62%
Holding current value
$272,551
Previous $498,000
4.22%
% of portfolio
0.26%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,630Shares Held
817MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio