Xy Planning Network, Inc. Schwab Strategic Tr Us Large C Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 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 17,762 shares of SCHG stock, worth $563,765. This represents 0.18% of its overall portfolio holdings.
Number of Shares
17,762
Previous 17,315
2.58%
Holding current value
$563,765
Previous $434 Million
19.66%
% of portfolio
0.18%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,628Shares Held
815MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio