Zhang Financial LLC Schwab Strategic Tr Us Large C Transaction History
Zhang Financial LLC
- $2.13 Billion
- Q2 2025
A detailed history of Zhang Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zhang Financial LLC holds 17,104 shares of SCHG stock, worth $550,235. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,104
Previous 16,047
6.59%
Holding current value
$550,235
Previous $401,000
24.44%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,603Shares Held
815MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.78 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.47 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.36 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.23 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.06 Billion0.17% of portfolio