Cwc Advisors, Llc. Schwab Strategic Tr Us Large C Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cwc Advisors, Llc. holds 2,432 shares of SCHG stock, worth $63,791. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,432

Holding current value

$63,791

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$92.63 - $105.69 $225,276 - $257,038	2,432 New	2,432 $253 Million

Others Institutions Holding SCHG

# of Institutions

1,273

Shares Held

171M

Call Options Held

87.2K

Put Options Held

27.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$278 Million
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$262 Million
0.36% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$256 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$239 Million
1.33% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$118 Million
14.61% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwc Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Cwc Advisors, Llc. with notifications on news.

Account