Red Tortoise LLC Schwab Strategic Tr Us Large C Transaction History

Red Tortoise LLC

$192 Million
Q4 2024

A detailed history of Red Tortoise LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Red Tortoise LLC holds 564 shares of SCHG stock, worth $16,299. This represents 0.01% of its overall portfolio holdings.

Number of Shares

564

Holding current value

$16,299

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$25.93 - $105.3 $14,624 - $59,389	564 New	564 $15,000

Others Institutions Holding SCHG

# of Institutions

1,352

Shares Held

1.82B

Call Options Held

140K

Put Options Held

91.5K

Koshinski Asset Management, Inc.

1.56B
Shares

$45.2 Billion
97.59% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$325 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$316 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$282 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$276 Million
1.33% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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