Strategic Equity Management Schwab Strategic Tr Us Large C Transaction History
Strategic Equity Management
- $130 Million
- Q2 2024
A detailed history of Strategic Equity Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Equity Management holds 2,397 shares of SCHG stock, worth $64,071. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,397Holding current value
$64,071% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,278Shares 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
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Envestnet Asset Management Inc9.98MShares$267 Million0.36% of portfolio
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Mather Group, Llc. Chicago, IL9.76MShares$261 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.1MShares$243 Million1.33% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio