Wealth Shield Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Wealth Shield Partners, LLC
- $640 Million
- Q2 2024
A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 157,758 shares of SCHG stock, worth $16.3 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
157,758
Previous 159,371
1.01%
Holding current value
$16.3 Million
Previous $14.8 Million
7.66%
% of portfolio
2.49%
Previous 2.46%
Shares
13 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$943 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$941 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$465 Million14.61% of portfolio