Evolution Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History
Evolution Wealth Management Inc.
- $81.2 Billion
- Q2 2025
A detailed history of Evolution Wealth Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 2,256 shares of SCHG stock, worth $72,034. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,256Holding current value
$72,034% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,611Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.76 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.46 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.35 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.22 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.05 Billion0.17% of portfolio