Wcg Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 42,303 shares of SCHG stock, worth $1.16 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
42,303
Previous 12,204
246.63%
Holding current value
$1.16 Million
Previous $1.27 Million
7.32%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,467Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$43 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.17 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.08 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.05 Billion1.41% of portfolio