Everstar Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History
Everstar Asset Management, LLC
- $164 Billion
- Q2 2025
A detailed history of Everstar Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Everstar Asset Management, LLC holds 17,139 shares of SCHG stock, worth $520,854. This represents 0.31% of its overall portfolio holdings.
Number of Shares
17,139
Previous 18,127
5.45%
Holding current value
$520,854
Previous $454 Million
10.29%
% of portfolio
0.31%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,597Shares Held
807MCall Options Held
594KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.68 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.39 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.16 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$997 Million0.17% of portfolio