Global Assets Advisory, LLC Schwab Strategic Tr Us Large C Transaction History
Global Assets Advisory, LLC
- $183 Billion
- Q3 2024
A detailed history of Global Assets Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Assets Advisory, LLC holds 4,256 shares of SCHG stock, worth $111,251. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,256
Previous 4,256
-0.0%
Holding current value
$111,251
Previous $429 Million
1.84%
% of portfolio
0.24%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,280Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio