K2 Financial Inc. Schwab Strategic Tr Us Large C Transaction History
K2 Financial Inc.
- $113 Billion
- Q2 2025
A detailed history of K2 Financial Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, K2 Financial Inc. holds 50,012 shares of SCHG stock, worth $1.63 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
50,012
Previous 49,944
0.14%
Holding current value
$1.63 Million
Previous $1.15 Billion
28.19%
% of portfolio
1.3%
Previous 1.13%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,603Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.8 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.49 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.38 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.24 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.07 Billion0.17% of portfolio