Trifecta Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Trifecta Capital Advisors, LLC
- $658 Billion
- Q3 2025
A detailed history of Trifecta Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 300 shares of SCHG stock, worth $9,947. This represents 0.0% of its overall portfolio holdings.
Number of Shares
300Holding current value
$9,947% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,645Shares Held
831MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc61.9MShares$2.05 Billion0.61% of portfolio
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Sei Investments CO Oaks, PA45.7MShares$1.52 Billion1.61% of portfolio
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Mather Group, Llc. Chicago, IL42.2MShares$1.4 Billion13.71% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.27 Billion2.23% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.09 Billion0.17% of portfolio