Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 72,086 shares of SCHG stock, worth $2.18 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
72,086
Previous 513,572
85.96%
Holding current value
$2.18 Million
Previous $12.8 Million
83.62%
% of portfolio
0.07%
Previous 0.45%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,545Shares Held
758MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.46 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$743 Million0.25% of portfolio