Crescent Grove Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Crescent Grove Advisors, LLC
- $980 Million
- Q2 2025
A detailed history of Crescent Grove Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 24,969 shares of SCHG stock, worth $792,516. This represents 0.07% of its overall portfolio holdings.
Number of Shares
24,969
Previous 24,948
0.08%
Holding current value
$792,516
Previous $624,000
16.83%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,624Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio