Jdm Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Jdm Financial Group LLC
- $192 Billion
- Q4 2024
A detailed history of Jdm Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jdm Financial Group LLC holds 512 shares of SCHG stock, worth $14,801. This represents 0.01% of its overall portfolio holdings.
Number of Shares
512
Previous 128
300.0%
Holding current value
$14,801
Previous $13.3 Million
7.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,456Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$45.2 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.23 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.15 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.1 Billion1.41% of portfolio