Waterford Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Waterford Advisors, LLC
- $239 Million
- Q2 2024
A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterford Advisors, LLC holds 3,145 shares of SCHG stock, worth $83,153. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,145
Previous 3,145
-0.0%
Holding current value
$83,153
Previous $291,000
8.93%
% of portfolio
0.13%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$281 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$264 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$258 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$241 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$119 Million14.61% of portfolio