Asset Dedication, LLC Schwab Strategic Tr Us Large C Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 2025
A detailed history of Asset Dedication, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Asset Dedication, LLC holds 134,549 shares of SCHG stock, worth $4.27 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
134,549
Previous 134,446
0.08%
Holding current value
$4.27 Million
Previous $3.37 Million
16.76%
% of portfolio
0.29%
Previous 0.28%
Shares
32 transactions
Others Institutions Holding SCHG
# of Institutions
1,617Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.34 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio