Vest Gen Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Vest Gen Advisors, LLC
- $2.2 Trillion
- Q1 2025
A detailed history of Vest Gen Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 42,408 shares of SCHG stock, worth $1.08 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
42,408Holding current value
$1.08 Million% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,500Shares Held
737MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.05 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$971 Million2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$626 Million0.25% of portfolio