Towercrest Capital Management Schwab Strategic Tr Us Large C Transaction History
Towercrest Capital Management
- $619 Million
- Q3 2025
A detailed history of Towercrest Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Towercrest Capital Management holds 102,194 shares of SCHG stock, worth $3.24 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
102,194
Previous 102,232
0.04%
Holding current value
$3.24 Million
Previous $2.99 Million
9.21%
% of portfolio
0.53%
Previous 0.53%
Shares
23 transactions
Others Institutions Holding SCHG
# of Institutions
1,632Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio