B&D White Capital Company, LLC Schwab Strategic Tr Us Large C Transaction History
B&D White Capital Company, LLC
- $479 Million
- Q2 2024
A detailed history of B&D White Capital Company, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, B&D White Capital Company, LLC holds 234,726 shares of SCHG stock, worth $6.27 Million. This represents 4.95% of its overall portfolio holdings.
Number of Shares
234,726
Previous 301,833
22.23%
Holding current value
$6.27 Million
Previous $28 Million
15.42%
% of portfolio
4.95%
Previous 6.22%
Shares
14 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$284 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$267 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$261 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$243 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio