Financial Sense Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Financial Sense Advisors, Inc.
- $323 Million
- Q3 2024
A detailed history of Financial Sense Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Sense Advisors, Inc. holds 8,455 shares of SCHG stock, worth $244,349. This represents 0.27% of its overall portfolio holdings.
Number of Shares
8,455
Previous 8,255
2.42%
Holding current value
$244,349
Previous $832,000
5.77%
% of portfolio
0.27%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$325 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$316 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$282 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$276 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$140 Million5.48% of portfolio