Eq Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Eq Wealth Advisors, LLC

$126 Billion
Q1 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 106 shares of SCHG stock, worth $2,679. This represents 0.0% of its overall portfolio holdings.

Number of Shares

106

Holding current value

$2,679

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$24.91 - $29.02 $2,640 - $3,076	106 New	106 $2.66 Million

Others Institutions Holding SCHG

# of Institutions

1,483

Shares Held

706M

Call Options Held

296K

Put Options Held

153K

Envestnet Asset Management Inc

42.5M
Shares

$1.07 Billion
0.39% of portfolio
Mather Group, Llc. Chicago, IL

40.5M
Shares

$1.02 Billion
11.8% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39.8M
Shares

$1.01 Billion
2.34% of portfolio
Sei Investments CO Oaks, PA

38.2M
Shares

$965 Million
1.41% of portfolio
Lpl Financial LLC Fort Mill, SC

22.1M
Shares

$558 Million
0.26% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
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Eq Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History