Ferguson Wellman Capital Management, Inc Schwab Strategic Tr Us Large C Transaction History
Ferguson Wellman Capital Management, Inc
- $4.97 Billion
- Q1 2025
A detailed history of Ferguson Wellman Capital Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 26,012 shares of SCHG stock, worth $661,225. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,012
Previous 29,472
11.74%
Holding current value
$661,225
Previous $821,000
20.83%
% of portfolio
0.01%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,490Shares Held
711MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$561 Million0.26% of portfolio