Visionary Horizons, LLC Schwab Strategic Tr Us Large C Transaction History
Visionary Horizons, LLC
- $150 Billion
- Q3 2024
A detailed history of Visionary Horizons, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Visionary Horizons, LLC holds 261,432 shares of SCHG stock, worth $7.56 Million. This represents 18.21% of its overall portfolio holdings.
Number of Shares
261,432
Previous 255,988
2.13%
Holding current value
$7.56 Million
Previous $25.8 Billion
5.51%
% of portfolio
18.21%
Previous 18.88%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
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
-
Mather Group, Llc. Chicago, IL9.76MShares$282 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$276 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$140 Million5.48% of portfolio