Di Nuzzo Private Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History
Di Nuzzo Private Wealth, Inc.
- $658 Million
- Q2 2025
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 1,852 shares of SCHG stock, worth $53,874. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,852
Previous 1,852
-0.0%
Holding current value
$53,874
Previous $46,000
17.39%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,526Shares Held
749MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.4 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.23 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.2 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.11 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$716 Million0.25% of portfolio