Center For Financial Planning, Inc. Schwab Strategic Tr Us Large C Transaction History
Center For Financial Planning, Inc.
- $781 Million
- Q1 2025
A detailed history of Center For Financial Planning, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 4,569 shares of SCHG stock, worth $138,166. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,569Holding current value
$138,166% of portfolio
0.01%Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,562Shares Held
760MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.46 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio