Strategic Planning Group, LLC Schwab Strategic Tr Us Large C Transaction History
Strategic Planning Group, LLC
- $507 Billion
- Q3 2024
A detailed history of Strategic Planning Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Planning Group, LLC holds 137,836 shares of SCHG stock, worth $3.68 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
137,836
Previous 136,635
0.88%
Holding current value
$3.68 Million
Previous $13.8 Billion
4.22%
% of portfolio
2.83%
Previous 3.01%
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