Howard Bailey Securities, LLC Schwab Strategic Tr Us Large C Transaction History
Howard Bailey Securities, LLC
- $248 Billion
- Q1 2025
A detailed history of Howard Bailey Securities, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Howard Bailey Securities, LLC holds 289,727 shares of SCHG stock, worth $6.85 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
289,727
Previous 262,054
10.56%
Holding current value
$6.85 Million
Previous $7.3 Billion
0.67%
% of portfolio
2.93%
Previous 2.71%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,484Shares 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$941 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$927 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$903 Million1.41% of portfolio