Werba Rubin Papier Wealth Management Schwab Strategic Tr Us Large C Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 33,132 shares of SCHG stock, worth $893,901. This represents 0.81% of its overall portfolio holdings.
Number of Shares
33,132
Previous 37,106
10.71%
Holding current value
$893,901
Previous $3.74 Billion
7.75%
% of portfolio
0.81%
Previous 1.03%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$304 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$295 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$263 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$258 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$131 Million5.48% of portfolio