Comprehensive Financial Planning, Inc./Pa Schwab Strategic Tr Us Large C Transaction History
Comprehensive Financial Planning, Inc./Pa
- $118 Billion
- Q4 2024
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 142,862 shares of SCHG stock, worth $4.07 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
142,862Holding current value
$4.07 Million% of portfolio
3.36%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,365Shares Held
1.88BCall Options Held
140KPut Options Held
96.3K-
Koshinski Asset Management, Inc.1.56BShares$44.5 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
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Envestnet Asset Management Inc10.9MShares$311 Million0.38% of portfolio
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Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio