Francis Financial, Inc. Schwab Strategic Tr Us Large C Transaction History
Francis Financial, Inc.
- $344 Million
- Q3 2024
A detailed history of Francis Financial, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Francis Financial, Inc. holds 2,222 shares of SCHG stock, worth $61,571. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,222Holding current value
$61,571% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,316Shares Held
185MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$312 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$303 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$271 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$265 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$135 Million5.48% of portfolio