Petra Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Petra Financial Advisors Inc
- $147 Billion
- Q4 2024
A detailed history of Petra Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Petra Financial Advisors Inc holds 67,005 shares of SCHG stock, worth $1.75 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
67,005
Previous 18,514
261.92%
Holding current value
$1.75 Million
Previous $1.93 Billion
3.18%
% of portfolio
1.27%
Previous 1.27%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,473Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.9 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.11 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.04 Billion2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.03 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$999 Million1.41% of portfolio