Operose Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Operose Advisors LLC
- $353 Million
- Q2 2025
A detailed history of Operose Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Operose Advisors LLC holds 8,725 shares of SCHG stock, worth $276,931. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,725
Previous 8,722
0.03%
Holding current value
$276,931
Previous $218,000
16.51%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,628Shares Held
815MCall 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
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio