Avion Wealth Schwab Strategic Tr Us Large C Transaction History
Avion Wealth
- $466 Million
- Q3 2025
A detailed history of Avion Wealth transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Avion Wealth holds 2,843 shares of SCHG stock, worth $91,715. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,843
Previous 2,841
0.07%
Holding current value
$91,715
Previous $83,000
8.43%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,685Shares Held
855MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio