Baron Silver Stevens Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$43.35 - $54.51 $166,810 - $209,754	-3,848 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$49.51 - $57.27 $190,514 - $220,374	3,848 New	3,848 $207,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$653 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$599 Million
18.81% of portfolio
Us Bancorp \De\

20.6M
Shares

$482 Million
1.81% of portfolio
Mercer Global Advisors Inc Denver, CO

13.9M
Shares

$326 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

12.4M
Shares

$289 Million
1.12% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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