Capital Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Capital Wealth Management, LLC

$233 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	BUY	$54.31 - $60.76 $1.86 Million - $2.08 Million	34,209 New	34,209 $1.9 Million

Others Institutions Holding SCHG

# of Institutions

1,331

Shares Held

1.79B

Call Options Held

140K

Put Options Held

91.5K

Koshinski Asset Management, Inc.

1.56B
Shares

$44.2 Billion
97.59% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$318 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$309 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$276 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$270 Million
1.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Wealth Management, LLC with notifications on news.