Trust Point Inc. Schwab Strategic Tr Us Large C Transaction History

Trust Point Inc.

$1.25 Trillion
Q2 2024

A detailed history of Trust Point Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Trust Point Inc. holds 3,853 shares of SCHG stock, worth $392,158. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,853

Holding current value

$392,158

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$87.04 - $101.61 $335,365 - $391,503	3,853 New	3,853 $389 Million

Others Institutions Holding SCHG

# of Institutions

1,256

Shares Held

169M

Call Options Held

87.2K

Put Options Held

25.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.08 Billion
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$1.02 Billion
0.36% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$927 Million
1.33% of portfolio
Mather Group, Llc. Chicago, IL

9.08M
Shares

$924 Million
11.2% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$457 Million
14.61% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Trust Point Inc., based on Form 13F filings with the SEC.

News

Stay updated on Trust Point Inc. with notifications on news.

Account