Bell Rock Capital LLC Schwab Strategic Tr Us Large C Transaction History

Bell Rock Capital LLC

$81 Million
Q3 2022

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	BUY	$55.73 - $76.55 $695,789 - $955,726	12,485 New	12,485 $724,000

Others Institutions Holding SCHG

# of Institutions

1,310

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$308 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$300 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$268 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$262 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$133 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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