Ifs Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Ifs Advisors, LLC
- $190 Million
- Q4 2025
A detailed history of Ifs Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ifs Advisors, LLC holds 480,513 shares of SCHG stock, worth $15.5 Million. This represents 8.16% of its overall portfolio holdings.
Number of Shares
480,513
Previous 394,455
21.82%
Holding current value
$15.5 Million
Previous $12.6 Million
23.15%
% of portfolio
8.16%
Previous 7.39%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,690Shares Held
856MCall 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