Wealth Advisory Team LLC Schwab Strategic Tr Us Large C Transaction History
Wealth Advisory Team LLC
- $107 Billion
- Q2 2025
A detailed history of Wealth Advisory Team LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Advisory Team LLC holds 19,126 shares of SCHG stock, worth $578,370. This represents 0.52% of its overall portfolio holdings.
Number of Shares
19,126Holding current value
$578,370% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,562Shares Held
760MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.46 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
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Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio