Ackerman Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Ackerman Capital Advisors, LLC
- $386 Million
- Q3 2024
A detailed history of Ackerman Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ackerman Capital Advisors, LLC holds 165,232 shares of SCHG stock, worth $4.4 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
165,232
Previous 234,928
29.67%
Holding current value
$4.4 Million
Previous $23.7 Million
27.34%
% of portfolio
4.46%
Previous 6.29%
Shares
27 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
172MCall Options Held
87.2KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$282 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$266 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$260 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$242 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio