Diversified Portfolios, Inc. Schwab Strategic Tr Us Large C Transaction History
Diversified Portfolios, Inc.
- $844 Million
- Q4 2024
A detailed history of Diversified Portfolios, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 23,832 shares of SCHG stock, worth $623,683. This represents 0.08% of its overall portfolio holdings.
Number of Shares
23,832Holding current value
$623,683% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,473Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.9 Billion97.59% of portfolio
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Envestnet Asset Management Inc42.5MShares$1.11 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.04 Billion2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.03 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$999 Million1.41% of portfolio