Powers Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
Powers Advisory Group, LLC
- $225 Million
- Q2 2025
A detailed history of Powers Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Powers Advisory Group, LLC holds 327,345 shares of SCHG stock, worth $9.9 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
327,345
Previous 298,813
9.55%
Holding current value
$9.9 Million
Previous $7.48 Million
27.89%
% of portfolio
4.24%
Previous 3.59%
Shares
15 transactions
Others Institutions Holding SCHG
# of Institutions
1,562Shares Held
760MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.46 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio