North Capital, Inc. Schwab Strategic Tr Us Large C Transaction History

North Capital, Inc.

$106 Billion
Q1 2025

A detailed history of North Capital, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, North Capital, Inc. holds 155 shares of SCHG stock, worth $3,938. This represents 0.0% of its overall portfolio holdings.

Number of Shares

155

Holding current value

$3,938

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$24.91 - $29.02 $3,861 - $4,498	155 New	155 $3.88 Million

Others Institutions Holding SCHG

# of Institutions

1,486

Shares Held

711M

Call Options Held

296K

Put Options Held

153K

Envestnet Asset Management Inc

48.3M
Shares

$1.23 Billion
0.4% 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

39.8M
Shares

$1.01 Billion
2.34% of portfolio
Sei Investments CO Oaks, PA

38.2M
Shares

$970 Million
1.41% of portfolio
Lpl Financial LLC Fort Mill, SC

22.1M
Shares

$560 Million
0.26% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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