Pathway Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Pathway Financial Advisors LLC
- $704 Million
- Q4 2025
A detailed history of Pathway Financial Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pathway Financial Advisors LLC holds 16,889 shares of SCHG stock, worth $544,839. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,889
Previous 16,875
0.08%
Holding current value
$544,839
Previous $538,000
1.12%
% of portfolio
0.08%
Previous 0.08%
Shares
14 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