Amplius Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$67.71 - $74.19 $6,770 - $7,419	-100 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$67.9 - $73.3 $6,790 - $7,330	100 New	100 $7,000

Others Institutions Holding SCHV

# of Institutions

834

Shares Held

112M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$546 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$340 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$301 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$136 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$119 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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