Advance Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Advance Capital Management, Inc.
- $1.66 Billion
- Q1 2025
A detailed history of Advance Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advance Capital Management, Inc. holds 1,380,697 shares of SCHG stock, worth $34.9 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
1,380,697
Previous 1,755,024
21.33%
Holding current value
$34.9 Million
Previous $48.9 Million
29.37%
% of portfolio
2.08%
Previous 2.91%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,483Shares Held
705MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio