United Financial Planning Group LLC Schwab Strategic Tr Us Large C Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, United Financial Planning Group LLC holds 2,068 shares of SCHG stock, worth $68,099. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,068Holding current value
$68,099% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,676Shares Held
845MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc61.9MShares$2.04 Billion0.61% of portfolio
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Sei Investments CO Oaks, PA44.5MShares$1.46 Billion1.58% of portfolio
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Mather Group, Llc. Chicago, IL42.2MShares$1.39 Billion13.71% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.26 Billion2.23% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.14 Billion0.18% of portfolio