Wealthsource Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthsource Partners, LLC holds 3,282 shares of SCHG stock, worth $322,522. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,282
Previous 3,282
-0.0%
Holding current value
$322,522
Previous $238,000
14.29%
% of portfolio
0.02%
Previous 0.02%
Shares
22 transactions
Others Institutions Holding SCHG
# of Institutions
1,202Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.12 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$893 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$892 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$855 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$484 Million1.05% of portfolio