Falcon Wealth Planning Schwab Strategic Tr Us Large C Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Falcon Wealth Planning holds 10,981 shares of SCHG stock, worth $312,080. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,981Holding current value
$312,080% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,396Shares Held
1.97BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.4 Billion97.59% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.11 Billion14.24% of portfolio
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Avantax Planning Partners, Inc.15.4MShares$437 Million15.54% of portfolio
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Raymond James Financial Inc St. Petersburg, FL14.5MShares$412 Million0.15% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio