Visionary Horizons, LLC Schwab Strategic Tr Us Large C Transaction History
Visionary Horizons, LLC
- $150 Billion
- Q3 2024
A detailed history of Visionary Horizons, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Visionary Horizons, LLC holds 261,432 shares of SCHG stock, worth $6.99 Million. This represents 18.21% of its overall portfolio holdings.
Number of Shares
261,432
Previous 255,988
2.13%
Holding current value
$6.99 Million
Previous $25.8 Billion
5.51%
% of portfolio
18.21%
Previous 18.88%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,278Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$284 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$267 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$261 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$243 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio