Guerra Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Guerra Advisors Inc
- $271 Billion
- Q3 2025
A detailed history of Guerra Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guerra Advisors Inc holds 430,926 shares of SCHG stock, worth $13.9 Million. This represents 5.08% of its overall portfolio holdings.
Number of Shares
430,926
Previous 462,928
6.91%
Holding current value
$13.9 Million
Previous $13.5 Billion
1.69%
% of portfolio
5.08%
Previous 6.39%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,682Shares Held
854MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio