Harvest Group Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 140,776 shares of SCHG stock, worth $4.07 Million. This represents 5.97% of its overall portfolio holdings.
Number of Shares
140,776
Previous 101,985
38.04%
Holding current value
$4.07 Million
Previous $5.67 Million
61.91%
% of portfolio
5.97%
Previous 3.9%
Shares
20 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$326 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$317 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$283 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$277 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$141 Million5.48% of portfolio