Crux Wealth Advisors Schwab Strategic Tr Us Large C Transaction History
Crux Wealth Advisors
- $235 Billion
- Q2 2025
A detailed history of Crux Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Crux Wealth Advisors holds 92,975 shares of SCHG stock, worth $2.95 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
92,975
Previous 92,413
0.61%
Holding current value
$2.95 Million
Previous $2.31 Billion
17.36%
% of portfolio
1.16%
Previous 1.2%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,636Shares Held
832MCall 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