Visionary Horizons, LLC Schwab Strategic Tr Us Large C Transaction History
Visionary Horizons, LLC
- $158 Billion
- Q2 2025
A detailed history of Visionary Horizons, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Visionary Horizons, LLC holds 959,324 shares of SCHG stock, worth $30.4 Million. This represents 17.73% of its overall portfolio holdings.
Number of Shares
959,324
Previous 982,502
2.36%
Holding current value
$30.4 Million
Previous $24.6 Billion
13.9%
% of portfolio
17.73%
Previous 17.33%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,617Shares Held
816MCall 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, IL42.3MShares$1.34 Billion13.29% 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