Insigneo Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History
Insigneo Advisory Services, LLC
- $1.16 Trillion
- Q2 2025
A detailed history of Insigneo Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Insigneo Advisory Services, LLC holds 11,347 shares of SCHG stock, worth $356,636. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,347
Previous 10,711
5.94%
Holding current value
$356,636
Previous $268 Million
23.58%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,605Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.74 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.44 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.33 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.2 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.03 Billion0.17% of portfolio