Latitude Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Latitude Advisors, LLC
- $181 Million
- Q3 2025
A detailed history of Latitude Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Latitude Advisors, LLC holds 9,852 shares of SCHG stock, worth $312,702. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,852
Previous 7,401
33.12%
Holding current value
$312,702
Previous $216,000
45.37%
% of portfolio
0.17%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,636Shares Held
832MCall 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