Persium Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Persium Advisors, LLC
- $105 Billion
- Q1 2025
A detailed history of Persium Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Persium Advisors, LLC holds 729,882 shares of SCHG stock, worth $18.3 Million. This represents 17.33% of its overall portfolio holdings.
Number of Shares
729,882
Previous 708,422
3.03%
Holding current value
$18.3 Million
Previous $19.7 Billion
7.43%
% of portfolio
17.33%
Previous 19.46%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,487Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39.1 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.06 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$996 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$981 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$955 Million1.41% of portfolio