Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Jamison Private Wealth Management, Inc.
- $789 Billion
- Q3 2025
A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 12,226 shares of SCHG stock, worth $388,053. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,226
Previous 17,636
30.68%
Holding current value
$388,053
Previous $515 Million
24.26%
% of portfolio
0.05%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,630Shares Held
817MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio