Wealthgarden F.S. LLC Schwab Strategic Tr Us Large C Transaction History
Wealthgarden F.S. LLC
- $107 Billion
- Q4 2024
A detailed history of Wealthgarden F.S. LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 81,711 shares of SCHG stock, worth $2.04 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
81,711
Previous 21,063
287.94%
Holding current value
$2.04 Million
Previous $2.19 Billion
3.78%
% of portfolio
2.13%
Previous 2.13%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,475Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.06 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$991 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$976 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$951 Million1.41% of portfolio