Rgt Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Rgt Wealth Advisors, LLC

$627 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	N/A	-246 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	N/A	246 New	246 $40,000

Others Institutions Holding SCHG

# of Institutions

1,186

Shares Held

165M

Call Options Held

148K

Put Options Held

24.3K

Financial Engines Advisors L.L.C. Santa Clara, CA

11.4M
Shares

$1.17 Billion
2.38% of portfolio
Sei Investments CO Oaks, PA

9.09M
Shares

$938 Million
1.26% of portfolio
Mather Group, Llc. Chicago, IL

8.98M
Shares

$927 Million
12.55% of portfolio
Envestnet Asset Management Inc

8.7M
Shares

$898 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.93M
Shares

$509 Million
1.05% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rgt Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rgt Wealth Advisors, LLC with notifications on news.