Guerra Pan Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Guerra Pan Advisors, LLC
- $169 Billion
- Q4 2025
A detailed history of Guerra Pan Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Guerra Pan Advisors, LLC holds 132,302 shares of SCHG stock, worth $4.27 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
132,302
Previous 135,061
2.04%
Holding current value
$4.27 Million
Previous $4.31 Billion
0.14%
% of portfolio
2.56%
Previous 2.61%
Shares
11 transactions
Others Institutions Holding SCHG
# of Institutions
1,698Shares 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