Tred Avon Family Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Tred Avon Family Wealth, LLC
- $291 Billion
- Q3 2025
A detailed history of Tred Avon Family Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tred Avon Family Wealth, LLC holds 11,516 shares of SCHG stock, worth $365,517. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,516Holding current value
$365,517% of portfolio
0.13%Shares
1 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