Cvfg LLC Schwab Strategic Tr Us Large C Transaction History

Cvfg LLC

$110 Billion
Q4 2024

A detailed history of Cvfg LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cvfg LLC holds 16,032 shares of SCHG stock, worth $459,797. This represents 0.41% of its overall portfolio holdings.

Number of Shares

16,032

Holding current value

$459,797

% of portfolio

0.41%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	$25.93 - $105.3 $415,709 - $1.69 Million	16,032 New	16,032 $447 Million

Others Institutions Holding SCHG

# of Institutions

1,358

Shares Held

1.87B

Call Options Held

140K

Put Options Held

96.3K

Koshinski Asset Management, Inc.

1.56B
Shares

$44.9 Billion
97.59% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$1.12 Billion
14.24% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$323 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$314 Million
0.38% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$274 Million
1.33% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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