Bartlett & Co. Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 196,739 shares of SCHG stock, worth $5.03 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
196,739
Previous 49,635
296.37%
Holding current value
$5.03 Million
Previous $5.17 Billion
6.04%
% of portfolio
0.08%
Previous 0.07%
Shares
28 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