Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Savvy Advisors, Inc.
- $1.46 Billion
- Q2 2025
A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 1,208,229 shares of SCHG stock, worth $36.5 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
1,208,229
Previous 899,049
34.39%
Holding current value
$36.5 Million
Previous $22.5 Million
56.77%
% of portfolio
2.42%
Previous 2.31%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,566Shares Held
767MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.67 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio