Ross\Johnson & Associates LLC Schwab Strategic Tr Us Large C Transaction History
Ross\Johnson & Associates LLC
- $5.83 Billion
- Q1 2025
A detailed history of Ross\Johnson & Associates LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ross\Johnson & Associates LLC holds 220 shares of SCHG stock, worth $6,685. This represents 0.09% of its overall portfolio holdings.
Number of Shares
220
Previous 452
51.33%
Holding current value
$6,685
Previous $12.6 Million
56.39%
% of portfolio
0.09%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,589Shares Held
798MCall Options Held
298KPut Options Held
193K-
Envestnet Asset Management Inc55.2MShares$1.68 Billion0.5% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 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$1.16 Billion2.06% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$997 Million0.17% of portfolio