Elite Financial, Inc. Schwab Strategic Tr Us Large C Transaction History
Elite Financial, Inc.
- $203 Million
- Q2 2025
A detailed history of Elite Financial, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Elite Financial, Inc. holds 446,208 shares of SCHG stock, worth $13.6 Million. This represents 6.61% of its overall portfolio holdings.
Number of Shares
446,208
Previous 445,489
0.16%
Holding current value
$13.6 Million
Previous $11.2 Million
20.44%
% of portfolio
6.61%
Previous 5.9%
Shares
3 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