Ehrlich Financial Group Schwab Strategic Tr Us Large C Transaction History
Ehrlich Financial Group
- $154 Billion
- Q2 2025
A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ehrlich Financial Group holds 16,268 shares of SCHG stock, worth $494,384. This represents 0.31% of its overall portfolio holdings.
Number of Shares
16,268
Previous 15,901
2.31%
Holding current value
$494,384
Previous $398 Million
19.35%
% of portfolio
0.31%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,589Shares Held
798MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.68 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.16 Billion2.06% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$997 Million0.17% of portfolio