Collaborative Wealth Managment Inc. Schwab Strategic Tr Us Large C Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 6,302 shares of SCHG stock, worth $203,932. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,302Holding current value
$203,932% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,657Shares Held
841MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.48 Billion1.61% of portfolio
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Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.24 Billion2.23% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.06 Billion0.17% of portfolio