Smart Portfolios, LLC Schwab Strategic Tr Us Large C Transaction History
Smart Portfolios, LLC
- $91.2 Million
- Q3 2024
A detailed history of Smart Portfolios, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smart Portfolios, LLC holds 7,385 shares of SCHG stock, worth $197,401. This represents 0.84% of its overall portfolio holdings.
Number of Shares
7,385
Previous 7,395
0.14%
Holding current value
$197,401
Previous $745,000
3.22%
% of portfolio
0.84%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$284 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$267 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$261 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$243 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio