Curbstone Financial Management Corp Schwab Strategic Tr Us Large C Transaction History
Curbstone Financial Management Corp
- $470 Million
- Q1 2025
A detailed history of Curbstone Financial Management Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Curbstone Financial Management Corp holds 532,483 shares of SCHG stock, worth $13.5 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
532,483
Previous 539,613
1.32%
Holding current value
$13.5 Million
Previous $15 Million
11.42%
% of portfolio
2.83%
Previous 3.25%
Shares
32 transactions
Others Institutions Holding SCHG
# of Institutions
1,486Shares Held
711MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.22 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 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$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio