Ehrlich Financial Group Schwab Strategic Tr Us Large C Transaction History
Ehrlich Financial Group
- $140 Billion
- Q3 2024
A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ehrlich Financial Group holds 3,044 shares of SCHG stock, worth $81,366. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,044
Previous 3,034
0.33%
Holding current value
$81,366
Previous $306 Million
3.65%
% of portfolio
0.23%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$284 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$267 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$261 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$243 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio