Francis Financial, Inc. Schwab Strategic Tr Us Large C Transaction History
Francis Financial, Inc.
- $402 Million
- Q4 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 8,888 shares of SCHG stock, worth $248,952. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,888
Previous 2,222
300.0%
Holding current value
$248,952
Previous $231,000
6.93%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,461Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$43.8 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.19 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.11 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.07 Billion1.41% of portfolio