Liberty Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Liberty Capital Management, Inc.
- $441 Million
- Q1 2025
A detailed history of Liberty Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Liberty Capital Management, Inc. holds 211,184 shares of SCHG stock, worth $5.37 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
211,184
Previous 158,739
33.04%
Holding current value
$5.37 Million
Previous $4.42 Million
19.42%
% of portfolio
1.2%
Previous 1.0%
Shares
31 transactions
Others Institutions Holding SCHG
# of Institutions
1,486Shares Held
711MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$560 Million0.26% of portfolio