Eisner Amper Wealth Management Corporate Benefits, LLC Schwab Strategic Tr Us Large C Transaction History
Eisner Amper Wealth Management Corporate Benefits, LLC
- $274 Million
- Q4 2023
A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 3,746 shares of SCHG stock, worth $120,845. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,746
Previous 3,741
0.13%
Holding current value
$120,845
Previous $272,000
14.34%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,698Shares Held
861MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL41.8MShares$1.35 Billion14.17% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio