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
1,633Shares Held
816MCall 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