Flagship Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Flagship Private Wealth, LLC
- $209 Million
- Q1 2025
A detailed history of Flagship Private Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 11,061 shares of SCHG stock, worth $261,703. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,061
Previous 12,410
10.87%
Holding current value
$261,703
Previous $345,000
20.0%
% of portfolio
0.13%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,484Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$37 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.01 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$941 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$927 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$903 Million1.41% of portfolio