Caliber Wealth Management, LLC / Ks Schwab Strategic Tr Us Large C Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 9,994 shares of SCHG stock, worth $277,933. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,994Holding current value
$277,933% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,502Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.34 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.15 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.12 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.06 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$684 Million0.25% of portfolio