Red Door Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Red Door Wealth Management, LLC
- $923 Million
- Q4 2025
A detailed history of Red Door Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Red Door Wealth Management, LLC holds 14,609 shares of SCHG stock, worth $471,286. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,609
Previous 16,090
9.2%
Holding current value
$471,286
Previous $513,000
8.19%
% of portfolio
0.05%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding SCHG
# of Institutions
1,698Shares Held
861MCall 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