Weinberger Asset Management, Inc Schwab Strategic Tr Us Large C Transaction History
Weinberger Asset Management, Inc
- $239 Billion
- Q4 2024
A detailed history of Weinberger Asset Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 629,207 shares of SCHG stock, worth $18 Million. This represents 7.32% of its overall portfolio holdings.
Number of Shares
629,207
Previous 158,916
295.94%
Holding current value
$18 Million
Previous $16.6 Billion
5.92%
% of portfolio
7.32%
Previous 7.06%
Shares
13 transactions
Others Institutions Holding SCHG
# of Institutions
1,420Shares Held
2.1BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.6 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.21 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.14 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$1.09 Billion1.41% of portfolio