Aspiriant, LLC Schwab Strategic Tr Us Large C Transaction History

Aspiriant, LLC

$2.61 Billion
Q3 2024

A detailed history of Aspiriant, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aspiriant, LLC holds 3,798 shares of SCHG stock, worth $104,407. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,798

Holding current value

$104,407

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$92.63 - $105.69 $351,808 - $401,410	3,798 New	3,798 $395,000

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$309 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$301 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$268 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$263 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$134 Million
5.48% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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