Bellwether Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Bellwether Advisors, LLC
- $457 Million
- Q1 2025
A detailed history of Bellwether Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bellwether Advisors, LLC holds 7,341 shares of SCHG stock, worth $213,549. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,341
Previous 7,341
-0.0%
Holding current value
$213,549
Previous $204,000
10.29%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,505Shares Held
740MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.4 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.2 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.18 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.11 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$716 Million0.25% of portfolio