Asset Planning Corporation Schwab Strategic Tr Us Large C Transaction History

Asset Planning Corporation

$168 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$61.41 - $68.35 $10,194 - $11,346	-166 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$55.95 - $64.38 $9,287 - $10,687	166 New	166 $21,000

Others Institutions Holding SCHG

# of Institutions

1,502

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

Envestnet Asset Management Inc

48.3M
Shares

$1.34 Billion
0.4% of portfolio
Sei Investments CO Oaks, PA

41.2M
Shares

$1.15 Billion
1.38% of portfolio
Mather Group, Llc. Chicago, IL

40.5M
Shares

$1.12 Billion
11.8% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$1.06 Billion
2.06% of portfolio
Lpl Financial LLC Fort Mill, SC

24.6M
Shares

$684 Million
0.25% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Planning Corporation, based on Form 13F filings with the SEC.

News

Stay updated on Asset Planning Corporation with notifications on news.