Veridan Wealth LLC Schwab Strategic Tr Us Large C Transaction History
Veridan Wealth LLC
- $290 Billion
- Q3 2025
A detailed history of Veridan Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Veridan Wealth LLC holds 123,569 shares of SCHG stock, worth $3.99 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
123,569
Previous 134,542
8.16%
Holding current value
$3.99 Million
Previous $3.37 Billion
17.04%
% of portfolio
1.36%
Previous 1.52%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,682Shares Held
854MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio