Uniting Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Uniting Wealth Partners, LLC
- $424 Billion
- Q3 2025
A detailed history of Uniting Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Uniting Wealth Partners, LLC holds 138,161 shares of SCHG stock, worth $4.47 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
138,161Holding current value
$4.47 Million% of portfolio
1.04%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,662Shares Held
841MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.48 Billion1.61% of portfolio
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Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.24 Billion2.23% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.12 Billion0.18% of portfolio