Ergawealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Ergawealth Advisors, Inc.
- $202 Billion
- Q3 2024
A detailed history of Ergawealth Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 6,199 shares of SCHG stock, worth $165,699. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,199
Previous 6,229
0.48%
Holding current value
$165,699
Previous $628 Million
2.81%
% of portfolio
0.32%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,278Shares 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