Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Savvy Advisors, Inc.
- $307 Billion
- Q2 2024
A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 25,470 shares of SCHG stock, worth $680,813. This represents 0.84% of its overall portfolio holdings.
Number of Shares
25,470
Previous 4,023
533.11%
Holding current value
$680,813
Previous $373 Million
588.56%
% of portfolio
0.84%
Previous 0.21%
Shares
3 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