Avalon Trust CO Schwab Strategic Tr Us Large C Transaction History
Avalon Trust CO
- $1.37 Trillion
- Q2 2025
A detailed history of Avalon Trust CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avalon Trust CO holds 1,600 shares of SCHG stock, worth $50,784. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,600
Previous 1,600
-0.0%
Holding current value
$50,784
Previous $40.1 Million
16.65%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,630Shares Held
817MCall 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, IL42.2MShares$1.34 Billion13.71% 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