Cypress Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History
Cypress Financial Planning LLC
- $343 Million
- Q4 2025
A detailed history of Cypress Financial Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cypress Financial Planning LLC holds 99,854 shares of SCHG stock, worth $3.22 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
99,854Holding current value
$3.22 Million% of portfolio
0.94%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,694Shares Held
857MCall 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
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Mather Group, Llc. Chicago, IL41.8MShares$1.35 Billion14.17% 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