Spring Vest Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Spring Vest Wealth Management LLC
- $117 Billion
- Q4 2024
A detailed history of Spring Vest Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 29,521 shares of SCHG stock, worth $740,386. This represents 0.7% of its overall portfolio holdings.
Number of Shares
29,521Holding current value
$740,386% of portfolio
0.7%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,474Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39.2 Billion97.59% of portfolio
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Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$998 Million2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$983 Million14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$957 Million1.41% of portfolio