Cwc Advisors, Llc. Schwab Strategic Tr Us Large C Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cwc Advisors, Llc. holds 2,432 shares of SCHG stock, worth $70,309. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,432

Holding current value

$70,309

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$92.63 - $105.69 $225,276 - $257,038	2,432 New	2,432 $253 Million

Others Institutions Holding SCHG

# of Institutions

1,456

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

Koshinski Asset Management, Inc.

1.56B
Shares

$45.2 Billion
97.59% of portfolio
Envestnet Asset Management Inc

42.5M
Shares

$1.23 Billion
0.39% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39.8M
Shares

$1.15 Billion
2.34% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$1.13 Billion
14.24% of portfolio
Sei Investments CO Oaks, PA

38.2M
Shares

$1.1 Billion
1.41% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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