Barlow Wealth Partners, Inc. Schwab Strategic Tr Us Large C Transaction History
Barlow Wealth Partners, Inc.
- $790 Billion
- Q4 2024
A detailed history of Barlow Wealth Partners, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Barlow Wealth Partners, Inc. holds 15,544 shares of SCHG stock, worth $441,760. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,544
Previous 3,886
300.0%
Holding current value
$441,760
Previous $400 Million
9.5%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,396Shares Held
1.97BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.4 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.11 Billion14.24% of portfolio
-
Avantax Planning Partners, Inc.15.4MShares$437 Million15.54% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL14.5MShares$412 Million0.15% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio