Team Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Team Financial Group, LLC
- $168 Billion
- Q3 2024
A detailed history of Team Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Team Financial Group, LLC holds 90,780 shares of SCHG stock, worth $2.59 Million. This represents 5.62% of its overall portfolio holdings.
Number of Shares
90,780
Previous 86,915
4.45%
Holding current value
$2.59 Million
Previous $8.76 Billion
7.91%
% of portfolio
5.62%
Previous 5.63%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$312 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$278 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio