Youngs Advisory Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Youngs Advisory Group, Inc.
- $241 Million
- Q3 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 5,004 shares of SCHG stock, worth $144,965. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,004
Previous 5,004
-0.0%
Holding current value
$144,965
Previous $504,000
3.37%
% of portfolio
0.22%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,313Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$326 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$317 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$283 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$277 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$141 Million5.48% of portfolio