Team Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Team Financial Group, LLC
- $174 Billion
- Q4 2024
A detailed history of Team Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Team Financial Group, LLC holds 396,496 shares of SCHG stock, worth $11.5 Million. This represents 6.34% of its overall portfolio holdings.
Number of Shares
396,496
Previous 90,780
336.77%
Holding current value
$11.5 Million
Previous $9.46 Billion
16.84%
% of portfolio
6.34%
Previous 5.62%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,352Shares Held
1.82BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$45.2 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$325 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$316 Million0.38% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$276 Million1.33% of portfolio