Legacy Financial Strategies, LLC Schwab Strategic Tr Us Large C Transaction History
Legacy Financial Strategies, LLC
- $461 Million
- Q4 2024
A detailed history of Legacy Financial Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 2,749,443 shares of SCHG stock, worth $77 Million. This represents 16.61% of its overall portfolio holdings.
Number of Shares
2,749,443
Previous 663,017
314.69%
Holding current value
$77 Million
Previous $69.1 Million
10.93%
% of portfolio
16.61%
Previous 15.42%
Shares
29 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
-
Envestnet Asset Management Inc42.5MShares$1.19 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.11 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.07 Billion1.41% of portfolio