Wr Wealth Planners, LLC Schwab Strategic Tr Us Large C Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 730 shares of SCHG stock, worth $74,408. This represents 0.02% of its overall portfolio holdings.
Number of Shares
730
Previous 575
26.96%
Holding current value
$74,408
Previous $53,000
37.74%
% of portfolio
0.02%
Previous 0.02%
Shares
4 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$1.08 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.02 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$928 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$926 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$458 Million14.61% of portfolio