Ehrlich Financial Group Schwab Strategic Tr Us Large C Transaction History
Ehrlich Financial Group
- $168 Billion
- Q3 2025
A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ehrlich Financial Group holds 16,366 shares of SCHG stock, worth $527,967. This represents 0.31% of its overall portfolio holdings.
Number of Shares
16,366
Previous 16,268
0.6%
Holding current value
$527,967
Previous $475 Million
9.9%
% of portfolio
0.31%
Previous 0.31%
Shares
7 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
-
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