Ballentine Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Ballentine Partners, LLC

$5.81 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 27, 2023	BUY	$62.59 - $69.3 $194,029 - $214,830	3,100 New	3,100 $203,000

Others Institutions Holding SCHV

# of Institutions

855

Shares Held

199M

Call Options Held

0

Put Options Held

0

Mather Group, Llc. Chicago, IL

32M
Shares

$866 Million
10.86% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$528 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$329 Million
1.3% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$274 Million
0.66% of portfolio
Avantax Planning Partners, Inc.

9.93M
Shares

$269 Million
9.39% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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