Keystone Wealth Services, LLC Schwab Strategic Tr Us Large C Transaction History
Keystone Wealth Services, LLC
- $351 Million
- Q4 2024
A detailed history of Keystone Wealth Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 7,246 shares of SCHG stock, worth $202,960. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,246Holding current value
$202,960% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,461Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$43.8 Billion97.59% of portfolio
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Envestnet Asset Management Inc42.5MShares$1.19 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.11 Billion2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.1 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$1.07 Billion1.41% of portfolio