Rmr Wealth Builders Schwab Strategic Tr Us Large C Transaction History

Rmr Wealth Builders

$958 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$65.3 - $73.24 $11,427 - $12,817	-175 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$61.41 - $68.35 $10,746 - $11,961	175 New	175 $23,000

Others Institutions Holding SCHG

# of Institutions

1,478

Shares Held

2.27B

Call Options Held

296K

Put Options Held

153K

Koshinski Asset Management, Inc.

1.56B
Shares

$40.2 Billion
97.59% of portfolio
Envestnet Asset Management Inc

42.5M
Shares

$1.09 Billion
0.39% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39.8M
Shares

$1.02 Billion
2.34% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$1.01 Billion
14.24% of portfolio
Sei Investments CO Oaks, PA

38.2M
Shares

$980 Million
1.41% 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 Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.