Spring Vest Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 27,121 shares of SCHG stock, worth $881,974. This represents 0.64% of its overall portfolio holdings.
Number of Shares
27,121
Previous 29,521
8.13%
Holding current value
$881,974
Previous $739 Million
7.17%
% of portfolio
0.64%
Previous 0.61%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,603Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.8 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.49 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.38 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.24 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.07 Billion0.17% of portfolio