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 $437,723. This represents 0.29% of its overall portfolio holdings.
Number of Shares
17,315
Previous 21,739
20.35%
Holding current value
$437,723
Previous $606 Million
28.44%
% of portfolio
0.29%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,483Shares Held
706MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio