Waterford Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Waterford Advisors, LLC
- $196 Million
- Q3 2024
A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterford Advisors, LLC holds 3,145 shares of SCHG stock, worth $90,198. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,145
Previous 3,145
-0.0%
Holding current value
$90,198
Previous $317,000
3.15%
% of portfolio
0.17%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,358Shares Held
1.87BCall Options Held
140KPut Options Held
96.3K-
Koshinski Asset Management, Inc.1.56BShares$44.9 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$323 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$314 Million0.38% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$274 Million1.33% of portfolio