Concourse Financial Group Securities, Inc. Schwab Strategic Tr Long Term Transaction History
Concourse Financial Group Securities, Inc.
- $1.67 Billion
- Q4 2024
A detailed history of Concourse Financial Group Securities, Inc. transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 55,546 shares of SCHQ stock, worth $1.82 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
55,546
Previous 92,743
40.11%
Holding current value
$1.82 Million
Previous $3.25 Million
46.22%
% of portfolio
0.1%
Previous 0.2%
Shares
21 transactions
Others Institutions Holding SCHQ
# of Institutions
106Shares Held
11.5MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$92.9 Million12.56% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$40.2 Million0.16% of portfolio
-
Envestnet Asset Management Inc831KShares$27.3 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA414KShares$13.6 Million2.36% of portfolio
-
Wealth Enhancement Advisory Services, LLC411KShares$13.5 Million0.03% of portfolio