Keel Point, LLC Schwab Strategic Tr Us Large C Transaction History
Keel Point, LLC
- $1.61 Billion
- Q3 2025
A detailed history of Keel Point, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Keel Point, LLC holds 46,436 shares of SCHG stock, worth $1.5 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
46,436
Previous 48,421
4.1%
Holding current value
$1.5 Million
Previous $1.41 Million
4.74%
% of portfolio
0.09%
Previous 0.09%
Shares
14 transactions
Others Institutions Holding SCHG
# of Institutions
1,682Shares Held
854MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio