Icon Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-7,257 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	7,257 New	7,257 $595,000

Others Institutions Holding SCHG

# of Institutions

1,188

Shares Held

165M

Call Options Held

148K

Put Options Held

24.3K

Financial Engines Advisors L.L.C. Santa Clara, CA

11.4M
Shares

$1.19 Billion
2.38% of portfolio
Sei Investments CO Oaks, PA

9.09M
Shares

$949 Million
1.26% of portfolio
Mather Group, Llc. Chicago, IL

8.98M
Shares

$938 Million
12.55% of portfolio
Envestnet Asset Management Inc

8.7M
Shares

$908 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.93M
Shares

$514 Million
1.05% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.