Operose Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Operose Advisors LLC
- $398 Million
- Q3 2025
A detailed history of Operose Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Operose Advisors LLC holds 8,728 shares of SCHG stock, worth $281,565. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,728
Previous 8,725
0.03%
Holding current value
$281,565
Previous $254,000
9.45%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,686Shares Held
855MCall 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