Trust Point Inc. Schwab Strategic Tr Us Large C Transaction History

Trust Point Inc.

$1.33 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$87.04 - $101.61 $335,365 - $391,503	3,853 New	3,853 $389 Million

Others Institutions Holding SCHG

# of Institutions

1,279

Shares Held

173M

Call Options Held

87.6K

Put Options Held

27.4K

Envestnet Asset Management Inc

10.9M
Shares

$297 Million
0.38% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$288 Million
2.39% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$265 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$247 Million
1.33% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$122 Million
14.61% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Trust Point Inc., based on Form 13F filings with the SEC.

News

Stay updated on Trust Point Inc. with notifications on news.