Montz Harcus Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Montz Harcus Wealth Management LLC
- $226 Million
- Q3 2025
A detailed history of Montz Harcus Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 8,965 shares of SCHG stock, worth $284,549. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,965Holding current value
$284,549% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,632Shares Held
816MCall 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
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Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio