Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q4 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 99,935 shares of SCHG stock, worth $2.68 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
99,935
Previous 24,734
304.04%
Holding current value
$2.68 Million
Previous $2.58 Billion
8.09%
% of portfolio
0.91%
Previous 0.85%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,469Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$41.9 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.14 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.07 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.05 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.02 Billion1.41% of portfolio