Asset Dedication, LLC Schwab Strategic Tr Us Large C Transaction History
Asset Dedication, LLC
- $1.21 Billion
- Q1 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 134,446 shares of SCHG stock, worth $3.65 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
134,446
Previous 136,271
1.34%
Holding current value
$3.65 Million
Previous $3.8 Million
11.35%
% of portfolio
0.28%
Previous 0.3%
Shares
31 transactions
Others Institutions Holding SCHG
# of Institutions
1,499Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.31 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.12 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.1 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.04 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$669 Million0.25% of portfolio