Global Assets Advisory, LLC Schwab Strategic Tr Us Large C Transaction History
Global Assets Advisory, LLC
- $181 Billion
- Q4 2024
A detailed history of Global Assets Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Assets Advisory, LLC holds 17,024 shares of SCHG stock, worth $425,940. This represents 0.26% of its overall portfolio holdings.
Number of Shares
17,024
Previous 4,256
300.0%
Holding current value
$425,940
Previous $437 Million
8.43%
% of portfolio
0.26%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,479Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39.1 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.06 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$996 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$981 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$955 Million1.41% of portfolio