Capital Cs Group, LLC Schwab Strategic Tr Us Large C Transaction History
Capital Cs Group, LLC
- $72.3 Million
- Q2 2025
A detailed history of Capital Cs Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Cs Group, LLC holds 84,961 shares of SCHG stock, worth $2.7 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
84,961
Previous 71,839
18.27%
Holding current value
$2.7 Million
Previous $1.8 Million
38.06%
% of portfolio
3.43%
Previous 1.79%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,633Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio