Windsor Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
Windsor Advisory Group, LLC
- $88.6 Billion
- Q3 2024
A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 7,305 shares of SCHG stock, worth $211,114. This represents 0.86% of its overall portfolio holdings.
Number of Shares
7,305
Previous 8,546
14.52%
Holding current value
$211,114
Previous $862 Million
11.69%
% of portfolio
0.86%
Previous 1.73%
Shares
2 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