Guerra Pan Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Guerra Pan Advisors, LLC
- $119 Billion
- Q2 2024
A detailed history of Guerra Pan Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guerra Pan Advisors, LLC holds 18,717 shares of SCHG stock, worth $500,305. This represents 1.58% of its overall portfolio holdings.
Number of Shares
18,717
Previous 16,274
15.01%
Holding current value
$500,305
Previous $1.51 Billion
25.08%
% of portfolio
1.58%
Previous 1.4%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,280Shares Held
172MCall Options Held
87.2KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$284 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$267 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$261 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$243 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio