Code Waechter LLC Schwab Strategic Tr Us Large C Transaction History
Code Waechter LLC
- $122 Million
- Q1 2025
A detailed history of Code Waechter LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Code Waechter LLC holds 367,074 shares of SCHG stock, worth $10.1 Million. This represents 7.56% of its overall portfolio holdings.
Number of Shares
367,074
Previous 358,865
2.29%
Holding current value
$10.1 Million
Previous $10 Million
8.09%
% of portfolio
7.56%
Previous 8.75%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,498Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.33 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.14 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.11 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.05 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$678 Million0.25% of portfolio