Vertex Planning Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 8,553 shares of SCHG stock, worth $275,919. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,553Holding current value
$275,919% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,686Shares Held
855MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
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Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio