U.S. Capital Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.21 Billion
- Q2 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 270,971 shares of SCHG stock, worth $8.05 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
270,971
Previous 234,833
15.39%
Holding current value
$8.05 Million
Previous $5.88 Million
34.61%
% of portfolio
0.25%
Previous 0.19%
Shares
15 transactions
Others Institutions Holding SCHG
# of Institutions
1,537Shares Held
757MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.43 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.26 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.22 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.13 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$731 Million0.25% of portfolio