Wealthgarden F.S. LLC Schwab Strategic Tr Us Large C Transaction History
Wealthgarden F.S. LLC
- $120 Billion
- Q2 2025
A detailed history of Wealthgarden F.S. LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 106,836 shares of SCHG stock, worth $3.25 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
106,836
Previous 89,085
19.93%
Holding current value
$3.25 Million
Previous $2.23 Billion
44.73%
% of portfolio
2.68%
Previous 2.14%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,595Shares Held
808MCall Options Held
594KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.68 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.39 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.16 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$997 Million0.17% of portfolio