Fountainhead Am, LLC Schwab Strategic Tr Us Large C Transaction History
Fountainhead Am, LLC
- $518 Million
- Q4 2024
A detailed history of Fountainhead Am, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fountainhead Am, LLC holds 814,000 shares of SCHG stock, worth $20.8 Million. This represents 4.38% of its overall portfolio holdings.
Number of Shares
814,000
Previous 207,901
291.53%
Holding current value
$20.8 Million
Previous $21.7 Million
4.74%
% of portfolio
4.38%
Previous 4.81%
Shares
17 transactions
Others Institutions Holding SCHG
# of Institutions
1,476Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.09 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.02 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$975 Million1.41% of portfolio