Fundamentun, LLC Schwab Strategic Tr Us Large C Transaction History

Fundamentun, LLC

$1.98 Billion
Q2 2025

A detailed history of Fundamentun, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fundamentun, LLC holds 9,530 shares of SCHG stock, worth $287,615. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,530

Holding current value

$287,615

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$22.27 - $29.21 $212,233 - $278,371	9,530 New	9,530 $278,000

Others Institutions Holding SCHG

# of Institutions

1,571

Shares Held

766M

Call Options Held

298K

Put Options Held

193K

Envestnet Asset Management Inc

55.2M
Shares

$1.67 Billion
0.5% of portfolio
Mather Group, Llc. Chicago, IL

42.3M
Shares

$1.28 Billion
13.29% of portfolio
Sei Investments CO Oaks, PA

41.2M
Shares

$1.24 Billion
1.38% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$1.15 Billion
2.06% of portfolio
Lpl Financial LLC Fort Mill, SC

24.6M
Shares

$743 Million
0.25% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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