Vest Gen Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 42,408 shares of SCHG stock, worth $1.37 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
42,408
Previous 42,408
-0.0%
Holding current value
$1.37 Million
Previous $1.24 Billion
9.24%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,690Shares Held
856MCall 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