Legacy Wealth Managment, Llc/Id Schwab Strategic Tr Us Large C Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 3,123 shares of SCHG stock, worth $86,069. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,123Holding current value
$86,069% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,498Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.33 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.14 Billion1.38% of portfolio
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Mather Group, Llc. Chicago, IL40.5MShares$1.11 Billion11.8% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.05 Billion2.06% of portfolio
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Lpl Financial LLC Fort Mill, SC24.6MShares$678 Million0.25% of portfolio