Lwm Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Lwm Advisors Inc

$97.3 Billion
Q1 2025

A detailed history of Lwm Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lwm Advisors Inc holds 10,362 shares of SCHG stock, worth $263,402. This represents 0.28% of its overall portfolio holdings.

Number of Shares

10,362

Holding current value

$263,402

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$24.91 - $29.02 $258,117 - $300,705	10,362 New	10,362 $269 Million

Others Institutions Holding SCHG

# of Institutions

1,500

Shares Held

737M

Call Options Held

327K

Put Options Held

193K

Envestnet Asset Management Inc

48.3M
Shares

$1.23 Billion
0.4% of portfolio
Sei Investments CO Oaks, PA

41.2M
Shares

$1.05 Billion
1.38% of portfolio
Mather Group, Llc. Chicago, IL

40.5M
Shares

$1.03 Billion
11.8% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$971 Million
2.06% of portfolio
Lpl Financial LLC Fort Mill, SC

24.6M
Shares

$626 Million
0.25% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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