Global Wealth Strategies & Associates Schwab Strategic Tr Us Large C Transaction History
Global Wealth Strategies & Associates
- $320 Billion
- Q4 2024
A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 5,784 shares of SCHG stock, worth $167,157. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,784
Previous 1,446
300.0%
Holding current value
$167,157
Previous $151 Million
7.01%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,355Shares Held
1.86BCall Options Held
140KPut Options Held
96.3K-
Koshinski Asset Management, Inc.1.56BShares$45.2 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% 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
-
Sei Investments CO Oaks, PA9.56MShares$276 Million1.33% of portfolio