Cgc Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History
Cgc Financial Services, LLC
- $253 Billion
- Q1 2025
A detailed history of Cgc Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cgc Financial Services, LLC holds 1,073 shares of SCHG stock, worth $27,275. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,073
Previous 800
34.13%
Holding current value
$27,275
Previous $22.3 Million
20.51%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,491Shares Held
709MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$561 Million0.26% of portfolio