Traphagen Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Traphagen Investment Advisors LLC
- $886 Million
- Q3 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 11,422 shares of SCHG stock, worth $371,443. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,422
Previous 10,217
11.79%
Holding current value
$371,443
Previous $298,000
22.15%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,604Shares 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