Shuttleworth & CO Schwab Strategic Tr Us Large C Transaction History

Shuttleworth & CO

$110 Billion
Q3 2025

A detailed history of Shuttleworth & CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shuttleworth & CO holds 7,296 shares of SCHG stock, worth $235,368. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,296

Holding current value

$235,368

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$28.92 - $32.19 $211,000 - $234,858	7,296 New	7,296 $233 Million

Others Institutions Holding SCHG

# of Institutions

1,684

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

Envestnet Asset Management Inc

61.9M
Shares

$2 Billion
0.61% of portfolio
Sei Investments CO Oaks, PA

44.5M
Shares

$1.43 Billion
1.58% of portfolio
Mather Group, Llc. Chicago, IL

42.2M
Shares

$1.36 Billion
13.71% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

35.6M
Shares

$1.15 Billion
2.17% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

34.5M
Shares

$1.11 Billion
0.18% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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