Xy Planning Network, Inc. Schwab Strategic Tr Us Large C Transaction History
Xy Planning Network, Inc.
- $150 Billion
- Q1 2025
A detailed history of Xy Planning Network, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Xy Planning Network, Inc. holds 17,315 shares of SCHG stock, worth $477,201. This represents 0.29% of its overall portfolio holdings.
Number of Shares
17,315
Previous 21,739
20.35%
Holding current value
$477,201
Previous $606 Million
28.44%
% of portfolio
0.29%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,500Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.33 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.14 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.11 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.05 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$678 Million0.25% of portfolio