National Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 12,582 shares of SCHG stock, worth $332,919. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,582
Previous 2,178
477.69%
Holding current value
$332,919
Previous $227 Million
54.54%
% of portfolio
0.23%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,478Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$41.4 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.12 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.05 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.04 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.01 Billion1.41% of portfolio