Guerra Pan Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Guerra Pan Advisors, LLC
- $125 Billion
- Q3 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 20,392 shares of SCHG stock, worth $589,328. This represents 1.7% of its overall portfolio holdings.
Number of Shares
20,392
Previous 18,717
8.95%
Holding current value
$589,328
Previous $1.89 Billion
12.56%
% of portfolio
1.7%
Previous 1.58%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
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
-
Mather Group, Llc. Chicago, IL9.76MShares$282 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$276 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$140 Million5.48% of portfolio