Visionary Horizons, LLC Schwab Strategic Tr Us Large C Transaction History
Visionary Horizons, LLC
- $142 Billion
- Q1 2025
A detailed history of Visionary Horizons, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Visionary Horizons, LLC holds 982,502 shares of SCHG stock, worth $24.6 Million. This represents 17.33% of its overall portfolio holdings.
Number of Shares
982,502
Previous 1,074,394
8.55%
Holding current value
$24.6 Million
Previous $29.9 Billion
17.84%
% of portfolio
17.33%
Previous 19.65%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,487Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39.1 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.06 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$996 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$981 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$955 Million1.41% of portfolio