Alpha Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 18,286 shares of SCHG stock, worth $512,190. This represents 0.23% of its overall portfolio holdings.
Number of Shares
18,286
Previous 4,572
299.96%
Holding current value
$512,190
Previous $476 Million
7.0%
% of portfolio
0.23%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,461Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$43.8 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.19 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.11 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.07 Billion1.41% of portfolio