Define Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Define Financial, LLC

$167 Billion
Q3 2025

A detailed history of Define Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Define Financial, LLC holds 6,602 shares of SCHG stock, worth $209,547. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,602

Holding current value

$209,547

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 15, 2025	BUY	$28.92 - $32.19 $190,929 - $212,518	6,602 New	6,602 $211 Million

Others Institutions Holding SCHG

# of Institutions

1,624

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

Envestnet Asset Management Inc

55.2M
Shares

$1.75 Billion
0.5% of portfolio
Sei Investments CO Oaks, PA

45.7M
Shares

$1.45 Billion
1.61% of portfolio
Mather Group, Llc. Chicago, IL

42.2M
Shares

$1.34 Billion
13.71% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$1.21 Billion
2.23% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.8M
Shares

$1.04 Billion
0.17% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Define Financial, LLC Schwab Strategic Tr Us Large C Transaction History