Ground Swell Capital, LLC Schwab Strategic Tr Us Large C Transaction History
Ground Swell Capital, LLC
- $65.5 Million
- Q4 2024
A detailed history of Ground Swell Capital, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ground Swell Capital, LLC holds 19,145 shares of SCHG stock, worth $526,487. This represents 0.81% of its overall portfolio holdings.
Number of Shares
19,145Holding current value
$526,487% of portfolio
0.81%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,467Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$43 Billion97.59% of portfolio
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Envestnet Asset Management Inc42.5MShares$1.17 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.08 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$1.05 Billion1.41% of portfolio