Youngs Advisory Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Youngs Advisory Group, Inc.
- $236 Million
- Q4 2024
A detailed history of Youngs Advisory Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 19,988 shares of SCHG stock, worth $508,094. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,988
Previous 5,004
299.44%
Holding current value
$508,094
Previous $521,000
6.91%
% of portfolio
0.24%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,491Shares Held
710MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$561 Million0.26% of portfolio