Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Steele Capital Management, Inc.
- $1.79 Trillion
- Q2 2024
A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 56,755 shares of SCHG stock, worth $1.48 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
56,755
Previous 55,918
1.5%
Holding current value
$1.48 Million
Previous $5.18 Billion
10.5%
% of portfolio
0.32%
Previous 0.3%
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$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio