Tfb Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Tfb Advisors LLC
- $373 Million
- Q2 2025
A detailed history of Tfb Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tfb Advisors LLC holds 25,674 shares of SCHG stock, worth $823,878. This represents 0.2% of its overall portfolio holdings.
Number of Shares
25,674
Previous 24,687
4.0%
Holding current value
$823,878
Previous $618,000
21.2%
% of portfolio
0.2%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,604Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.77 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.47 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.36 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.23 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.05 Billion0.17% of portfolio