Pur Efi Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Pur Efi Wealth, LLC
- $125 Billion
- Q2 2025
A detailed history of Pur Efi Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 15,200 shares of SCHG stock, worth $487,768. This represents 0.35% of its overall portfolio holdings.
Number of Shares
15,200Holding current value
$487,768% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,605Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.77 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.47 Billion1.61% of portfolio
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Mather Group, Llc. Chicago, IL42.3MShares$1.36 Billion13.29% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.23 Billion2.23% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.05 Billion0.17% of portfolio