Advocacy Wealth Management Services, LLC Schwab Strategic Tr Us Large C Transaction History
Advocacy Wealth Management Services, LLC
- $1.92 Billion
- Q3 2025
A detailed history of Advocacy Wealth Management Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 40,187 shares of SCHG stock, worth $1.3 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
40,187Holding current value
$1.3 Million% of portfolio
0.07%Shares
1 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
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Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
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Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio