Arcadia Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Arcadia Investment Advisors LLC
- $193 Billion
- Q2 2025
A detailed history of Arcadia Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Arcadia Investment Advisors LLC holds 155,596 shares of SCHG stock, worth $4.73 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
155,596
Previous 155,797
0.13%
Holding current value
$4.73 Million
Previous $3.9 Billion
16.5%
% of portfolio
2.36%
Previous 2.18%
Shares
36 transactions
Others Institutions Holding SCHG
# of Institutions
1,577Shares Held
766MCall 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
-
Lpl Financial LLC Fort Mill, SC24.6MShares$748 Million0.25% of portfolio