Capital Performance Advisors LLP Schwab Strategic Tr Us Large C Transaction History
Capital Performance Advisors LLP
- $325 Million
- Q3 2024
A detailed history of Capital Performance Advisors LLP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Performance Advisors LLP holds 2,638 shares of SCHG stock, worth $68,957. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,638
Previous 2,638
-0.0%
Holding current value
$68,957
Previous $266,000
3.01%
% of portfolio
0.08%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,280Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio