Two West Capital Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Two West Capital Advisors LLC
- $120 Billion
- Q1 2025
A detailed history of Two West Capital Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Two West Capital Advisors LLC holds 39,278 shares of SCHG stock, worth $930,495. This represents 0.8% of its overall portfolio holdings.
Number of Shares
39,278
Previous 30,879
27.2%
Holding current value
$930,495
Previous $861 Million
11.18%
% of portfolio
0.8%
Previous 0.74%
Shares
4 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