Mb, Levis & Associates, LLC Schwab Strategic Tr Us Large C Transaction History
Mb, Levis & Associates, LLC
- $215 Billion
- Q1 2025
A detailed history of Mb, Levis & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mb, Levis & Associates, LLC holds 4,016 shares of SCHG stock, worth $114,857. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,016
Previous 4,011
0.12%
Holding current value
$114,857
Previous $112 Million
10.05%
% of portfolio
0.05%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,502Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.38 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.18 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.16 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.09 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$704 Million0.25% of portfolio