Paladin Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
Paladin Advisory Group, LLC
- $130 Million
- Q4 2024
A detailed history of Paladin Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 11,876 shares of SCHG stock, worth $343,691. This represents 0.25% of its overall portfolio holdings.
Number of Shares
11,876
Previous 2,969
300.0%
Holding current value
$343,691
Previous $309,000
6.8%
% of portfolio
0.25%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,451Shares Held
2.25BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$45.3 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.23 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.15 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.1 Billion1.41% of portfolio