All Square Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
All Square Wealth Management LLC
- $186 Million
- Q3 2025
A detailed history of All Square Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, All Square Wealth Management LLC holds 1,712 shares of SCHG stock, worth $55,229. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,712
Previous 1,712
-0.0%
Holding current value
$55,229
Previous $50,000
8.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,702Shares Held
861MCall 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, IL41.8MShares$1.35 Billion14.17% 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