Golden Reserve Retirement LLC Schwab Strategic Tr Us Large C Transaction History
Golden Reserve Retirement LLC
- $312 Billion
- Q2 2025
A detailed history of Golden Reserve Retirement LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Golden Reserve Retirement LLC holds 3,118,407 shares of SCHG stock, worth $94.8 Million. This represents 29.21% of its overall portfolio holdings.
Number of Shares
3,118,407
Previous 2,779,742
12.18%
Holding current value
$94.8 Million
Previous $69.6 Billion
30.87%
% of portfolio
29.21%
Previous 27.68%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,589Shares Held
798MCall 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