Great Waters Wealth Management Schwab Strategic Tr Us Large C Transaction History
Great Waters Wealth Management
- $721 Billion
- Q1 2025
A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Great Waters Wealth Management holds 61,298 shares of SCHG stock, worth $1.45 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
61,298
Previous 62,124
1.33%
Holding current value
$1.45 Million
Previous $1.73 Billion
11.35%
% of portfolio
0.21%
Previous 0.22%
Shares
10 transactions
Others Institutions Holding SCHG
# of Institutions
1,487Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$37 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.01 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$943 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$929 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$904 Million1.41% of portfolio