Jbr CO Financial Management Inc Schwab Strategic Tr Us Large C Transaction History
Jbr CO Financial Management Inc
- $153 Billion
- Q3 2024
A detailed history of Jbr CO Financial Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 11,707 shares of SCHG stock, worth $333,298. This represents 0.8% of its overall portfolio holdings.
Number of Shares
11,707
Previous 12,243
4.38%
Holding current value
$333,298
Previous $1.23 Billion
1.21%
% of portfolio
0.8%
Previous 0.87%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,363Shares Held
1.88BCall Options Held
140KPut Options Held
96.3K-
Koshinski Asset Management, Inc.1.56BShares$44.5 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$311 Million0.38% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio