Beese Fulmer Investment Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Beese Fulmer Investment Management, Inc.
- $1.3 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,603Shares Held
815MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.78 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.47 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.36 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.23 Billion2.23% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.06 Billion0.17% of portfolio