Canopy Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Canopy Partners, LLC

$299 Billion
Q3 2025

A detailed history of Canopy Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Canopy Partners, LLC holds 3,143 shares of SCHG stock, worth $99,758. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,143

Holding current value

$99,758

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$28.92 - $32.19 $90,895 - $101,173	3,143 New	3,143 $100 Million

Others Institutions Holding SCHG

# of Institutions

1,633

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

Envestnet Asset Management Inc

55.2M
Shares

$1.75 Billion
0.5% of portfolio
Sei Investments CO Oaks, PA

45.7M
Shares

$1.45 Billion
1.61% of portfolio
Mather Group, Llc. Chicago, IL

42.2M
Shares

$1.34 Billion
13.71% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$1.21 Billion
2.23% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.8M
Shares

$1.04 Billion
0.17% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Canopy Partners, LLC Schwab Strategic Tr Us Large C Transaction History