Westmount Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Westmount Partners, LLC
- $329 Billion
- Q4 2024
A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Westmount Partners, LLC holds 20,117 shares of SCHG stock, worth $567,500. This represents 0.17% of its overall portfolio holdings.
Number of Shares
20,117
Previous 5,027
300.18%
Holding current value
$567,500
Previous $524 Million
7.06%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,331Shares Held
1.79BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$44.1 Billion97.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$317 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$309 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$275 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$270 Million1.33% of portfolio