Youngs Advisory Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Youngs Advisory Group, Inc.
- $227 Million
- Q2 2024
A detailed history of Youngs Advisory Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 5,004 shares of SCHG stock, worth $132,305. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,004
Previous 4,530
10.46%
Holding current value
$132,305
Previous $420,000
20.0%
% of portfolio
0.22%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$281 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$264 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$258 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$241 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$119 Million14.61% of portfolio