Krilogy Financial LLC Schwab Strategic Tr Us Large C Transaction History
Krilogy Financial LLC
- $1.39 Billion
- Q1 2025
A detailed history of Krilogy Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Krilogy Financial LLC holds 2,911,879 shares of SCHG stock, worth $69 Million. This represents 5.26% of its overall portfolio holdings.
Number of Shares
2,911,879
Previous 2,821,392
3.21%
Holding current value
$69 Million
Previous $78.6 Million
7.35%
% of portfolio
5.26%
Previous 5.75%
Shares
32 transactions
Others Institutions Holding SCHG
# of Institutions
1,485Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$37 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.01 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$943 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$929 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$904 Million1.41% of portfolio