Private Wealth Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History
Private Wealth Asset Management, LLC
- $695 Billion
- Q1 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 23,344 shares of SCHG stock, worth $593,404. This represents 0.08% of its overall portfolio holdings.
Number of Shares
23,344Holding current value
$593,404% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,500Shares Held
737MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.05 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$971 Million2.06% of portfolio
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Lpl Financial LLC Fort Mill, SC24.6MShares$626 Million0.25% of portfolio