Cassaday & CO Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Cassaday & CO Wealth Management LLC
- $3.66 Billion
- Q4 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 116,407 shares of SCHG stock, worth $2.97 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
116,407
Previous 28,970
301.82%
Holding current value
$2.97 Million
Previous $3.02 Million
7.49%
% of portfolio
0.09%
Previous 0.09%
Shares
6 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