Maridea Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Maridea Wealth Management LLC
- $666 Billion
- Q4 2025
A detailed history of Maridea Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Maridea Wealth Management LLC holds 337,327 shares of SCHG stock, worth $10.9 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
337,327
Previous 318,151
6.03%
Holding current value
$10.9 Million
Previous $10.3 Billion
6.98%
% of portfolio
1.65%
Previous 1.6%
Shares
5 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
-
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