Rba Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Rba Wealth Management, LLC
- $253 Million
- Q1 2025
A detailed history of Rba Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rba Wealth Management, LLC holds 21,498 shares of SCHG stock, worth $543,469. This represents 0.21% of its overall portfolio holdings.
Number of Shares
21,498
Previous 21,415
0.39%
Holding current value
$543,469
Previous $596,000
9.73%
% of portfolio
0.21%
Previous 0.23%
Shares
23 transactions
Others Institutions Holding SCHG
# of Institutions
1,483Shares Held
705MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio