Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History
Abound Wealth Management
- $399 Billion
- Q3 2025
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Abound Wealth Management holds 3,985 shares of SCHG stock, worth $126,483. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,985
Previous 1,962
103.11%
Holding current value
$126,483
Previous $57.3 Million
121.89%
% of portfolio
0.03%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding SCHG
# of Institutions
1,630Shares Held
817MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio