Daymark Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Daymark Wealth Partners, LLC
- $2.79 Billion
- Q3 2025
A detailed history of Daymark Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 8,322 shares of SCHG stock, worth $264,140. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,322
Previous 8,122
2.46%
Holding current value
$264,140
Previous $237,000
11.81%
% of portfolio
0.01%
Previous 0.01%
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