Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Financial Advisors, LLC
- $535 Million
- Q2 2025
A detailed history of Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advisors, LLC holds 3,045,218 shares of SCHG stock, worth $92.5 Million. This represents 16.61% of its overall portfolio holdings.
Number of Shares
3,045,218
Previous 3,102,728
1.85%
Holding current value
$92.5 Million
Previous $77.7 Million
14.49%
% of portfolio
16.61%
Previous 15.37%
Shares
27 transactions
Others Institutions Holding SCHG
# of Institutions
1,595Shares Held
808MCall 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