Ccg Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Ccg Wealth Management, LLC
- $211 Million
- Q3 2025
A detailed history of Ccg Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 8,919 shares of SCHV stock, worth $258,561. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,919Holding current value
$258,561% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
358MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio