Investment Planning Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 8,455 shares of SCHG stock, worth $256,947. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,455Holding current value
$256,947% of portfolio
0.12%Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,597Shares Held
807MCall 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