Shorepoint Capital Partners LLC Schwab Strategic Tr Us Large C Transaction History
Shorepoint Capital Partners LLC
- $419 Million
- Q4 2024
A detailed history of Shorepoint Capital Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shorepoint Capital Partners LLC holds 325,551 shares of SCHG stock, worth $8.32 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
325,551
Previous 83,578
289.52%
Holding current value
$8.32 Million
Previous $8.71 Million
4.2%
% of portfolio
2.16%
Previous 2.04%
Shares
23 transactions
Others Institutions Holding SCHG
# of Institutions
1,476Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.09 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.02 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$975 Million1.41% of portfolio