Presidio Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
Presidio Capital Management, LLC
- $243 Million
- Q1 2025
A detailed history of Presidio Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Presidio Capital Management, LLC holds 12,177 shares of SCHG stock, worth $288,473. This represents 0.13% of its overall portfolio holdings.
Number of Shares
12,177
Previous 8,452
44.07%
Holding current value
$288,473
Previous $235,000
29.36%
% of portfolio
0.13%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,487Shares 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