Flagship Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Flagship Wealth Advisors, LLC
- $170 Billion
- Q4 2024
A detailed history of Flagship Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 35,112 shares of SCHG stock, worth $892,898. This represents 0.58% of its overall portfolio holdings.
Number of Shares
35,112Holding current value
$892,898% of portfolio
0.58%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,475Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39.8 Billion97.59% of portfolio
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Envestnet Asset Management Inc42.5MShares$1.08 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$997 Million14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio