Avestar Capital, LLC Schwab Strategic Tr Us Large C Transaction History
Avestar Capital, LLC
- $1.12 Billion
- Q4 2024
A detailed history of Avestar Capital, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avestar Capital, LLC holds 196,489 shares of SCHG stock, worth $5.38 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
196,489
Previous 41,170
377.26%
Holding current value
$5.38 Million
Previous $4.29 Million
27.68%
% of portfolio
0.49%
Previous 0.45%
Shares
21 transactions
Others Institutions Holding SCHG
# of Institutions
1,465Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$42.8 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.16 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.07 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.05 Billion1.41% of portfolio