Alpha Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Alpha Financial Advisors, LLC
- $226 Billion
- Q3 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 4,572 shares of SCHG stock, worth $130,210. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,572
Previous 4,572
-0.0%
Holding current value
$130,210
Previous $461 Million
3.31%
% of portfolio
0.21%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$312 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$278 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio