Stonebrook Private Inc. Schwab Strategic Tr Us Large C Transaction History
Stonebrook Private Inc.
- $378 Billion
- Q3 2024
A detailed history of Stonebrook Private Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stonebrook Private Inc. holds 6,910 shares of SCHG stock, worth $196,796. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,910
Previous 5,696
21.31%
Holding current value
$196,796
Previous $574 Million
25.34%
% of portfolio
0.19%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$312 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$278 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio