Valued Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 748 shares of SCHG stock, worth $19,014. This represents 0.01% of its overall portfolio holdings.
Number of Shares
748Holding current value
$19,014% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,494Shares Held
714MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$626 Million0.25% of portfolio