Berkeley, Inc Schwab Strategic Tr Us Large C Transaction History

Berkeley, Inc

$124 Billion
Q4 2020

A detailed history of Berkeley, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Berkeley, Inc holds 3,059 shares of SCHG stock, worth $83,449. This represents 0.32% of its overall portfolio holdings.

Number of Shares

3,059

Holding current value

$83,449

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 28, 2025	BUY	$55.95 - $64.38 $171,151 - $196,938	3,059 New	3,059 $393 Million

Others Institutions Holding SCHG

# of Institutions

1,469

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

Koshinski Asset Management, Inc.

1.56B
Shares

$42.7 Billion
97.59% of portfolio
Envestnet Asset Management Inc

42.5M
Shares

$1.16 Billion
0.39% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39.8M
Shares

$1.09 Billion
2.34% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$1.07 Billion
14.24% of portfolio
Sei Investments CO Oaks, PA

38.2M
Shares

$1.04 Billion
1.41% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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