Advisors Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
Advisors Capital Management, LLC
- $7.61 Billion
- Q3 2025
A detailed history of Advisors Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advisors Capital Management, LLC holds 558,074 shares of SCHG stock, worth $18 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
558,074
Previous 423,186
31.87%
Holding current value
$18 Million
Previous $12.4 Million
44.07%
% of portfolio
0.23%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,685Shares Held
855MCall 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