Founders Capital Management Schwab Strategic Tr Us Large C Transaction History
Founders Capital Management
- $158 Million
- Q4 2024
A detailed history of Founders Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Founders Capital Management holds 1,404 shares of SCHG stock, worth $40,575. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,404
Previous 351
300.0%
Holding current value
$40,575
Previous $36,000
8.33%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding SCHG
# of Institutions
1,352Shares Held
1.82BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$45.2 Billion97.59% of portfolio
-
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