Monterey Private Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 7,939 shares of SCHG stock, worth $225,864. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,939Holding current value
$225,864% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,380Shares Held
1.91BCall Options Held
167KPut Options Held
96.6K-
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