Silver Oak Wealth Advisors Services, LLC Schwab Strategic Tr Us Large C Transaction History
Silver Oak Wealth Advisors Services, LLC
- $116 Billion
- Q4 2024
A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 19,694 shares of SCHG stock, worth $505,741. This represents 0.47% of its overall portfolio holdings.
Number of Shares
19,694Holding current value
$505,741% of portfolio
0.47%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,477Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.2 Billion97.59% of portfolio
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Envestnet Asset Management Inc42.5MShares$1.09 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.02 Billion2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.01 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$980 Million1.41% of portfolio