Bok Financial Private Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History
Bok Financial Private Wealth, Inc.
- $1.37 Billion
- Q4 2024
A detailed history of Bok Financial Private Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 2,855 shares of SCHG stock, worth $82,623. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,855
Previous 714
299.86%
Holding current value
$82,623
Previous $74,000
6.76%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,451Shares Held
2.25BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$45.3 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.23 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.15 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.1 Billion1.41% of portfolio