Annapolis Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
A detailed history of Annapolis Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 156 shares of SCHG stock, worth $3,985. This represents 0.0% of its overall portfolio holdings.
Number of Shares
156
Previous 156
-0.0%
Holding current value
$3,985
Previous $15,000
6.67%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,476Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.09 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.02 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$975 Million1.41% of portfolio