Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History
Wealthcare Advisory Partners LLC
- $3.49 Billion
- Q4 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 576,617 shares of SCHG stock, worth $16.2 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
576,617
Previous 157,368
266.41%
Holding current value
$16.2 Million
Previous $16.4 Million
1.98%
% of portfolio
0.46%
Previous 0.48%
Shares
13 transactions
Others Institutions Holding SCHG
# of Institutions
1,461Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$43.8 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.19 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.11 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.07 Billion1.41% of portfolio