Sk Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Sk Wealth Management, LLC
- $186 Billion
- Q1 2025
A detailed history of Sk Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sk Wealth Management, LLC holds 764,441 shares of SCHG stock, worth $19.4 Million. This represents 9.44% of its overall portfolio holdings.
Number of Shares
764,441
Previous 704,048
8.58%
Holding current value
$19.4 Million
Previous $19.6 Billion
10.32%
% of portfolio
9.44%
Previous 9.99%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,486Shares Held
711MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$560 Million0.26% of portfolio