Asset Planning Corporation Schwab Strategic Tr Us Large C Transaction History

Asset Planning Corporation

$152 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$61.41 - $68.35 $10,194 - $11,346	-166 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$55.95 - $64.38 $9,287 - $10,687	166 New	166 $21,000

Others Institutions Holding SCHG

# of Institutions

1,313

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$315 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$306 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$273 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$267 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$136 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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