Code Waechter LLC Schwab Strategic Tr Us Large C Transaction History
Code Waechter LLC
- $140 Million
- Q2 2025
A detailed history of Code Waechter LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Code Waechter LLC holds 477,224 shares of SCHG stock, worth $14.5 Million. This represents 9.97% of its overall portfolio holdings.
Number of Shares
477,224
Previous 367,074
30.01%
Holding current value
$14.5 Million
Previous $9.19 Million
51.64%
% of portfolio
9.97%
Previous 7.56%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,584Shares Held
803MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.68 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 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$1.16 Billion2.06% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$997 Million0.17% of portfolio