Cwc Advisors, Llc. Schwab Strategic Tr Us Large C Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cwc Advisors, Llc. holds 2,432 shares of SCHG stock, worth $63,572. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,432

Holding current value

$63,572

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$92.63 - $105.69 $225,276 - $257,038	2,432 New	2,432 $253 Million

Others Institutions Holding SCHG

# of Institutions

1,279

Shares Held

172M

Call Options Held

87.6K

Put Options Held

27.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$277 Million
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$261 Million
0.36% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$255 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$238 Million
1.33% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$117 Million
14.61% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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