Summit Financial Consulting LLC Schwab Strategic Tr Us Large C Transaction History
Summit Financial Consulting LLC
- $108 Billion
- Q1 2025
A detailed history of Summit Financial Consulting LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Financial Consulting LLC holds 12,954 shares of SCHG stock, worth $329,290. This represents 0.3% of its overall portfolio holdings.
Number of Shares
12,954Holding current value
$329,290% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,491Shares Held
709MCall 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
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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
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Lpl Financial LLC Fort Mill, SC22.1MShares$561 Million0.26% of portfolio