Traphagen Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Traphagen Investment Advisors LLC
- $820 Million
- Q2 2025
A detailed history of Traphagen Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 10,217 shares of SCHG stock, worth $308,962. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,217
Previous 10,541
3.07%
Holding current value
$308,962
Previous $263,000
13.31%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,562Shares Held
760MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.46 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio