Blvd Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Blvd Private Wealth, LLC
- $117 Billion
- Q3 2025
A detailed history of Blvd Private Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Blvd Private Wealth, LLC holds 65,796 shares of SCHG stock, worth $2.12 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
65,796
Previous 68,415
3.83%
Holding current value
$2.12 Million
Previous $2 Billion
5.06%
% of portfolio
1.8%
Previous 1.88%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,683Shares Held
854MCall 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