Keystone Wealth Services, LLC Schwab Strategic Tr Us Large C Transaction History
Keystone Wealth Services, LLC
- $379 Million
- Q2 2025
A detailed history of Keystone Wealth Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 7,361 shares of SCHG stock, worth $223,700. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,361Holding current value
$223,700% of portfolio
0.06%Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,589Shares Held
798MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.68 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 Billion13.29% of portfolio
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Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.16 Billion2.06% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$997 Million0.17% of portfolio