Imprint Wealth LLC Schwab Strategic Tr Us Large C Transaction History
Imprint Wealth LLC
- $412 Billion
- Q1 2024
A detailed history of Imprint Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Imprint Wealth LLC holds 38,747 shares of SCHG stock, worth $1.04 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
38,747
Previous 12,741
204.11%
Holding current value
$1.04 Million
Previous $1.06 Billion
239.06%
% of portfolio
0.87%
Previous 0.85%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
172MCall Options Held
87.6KPut 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