Brightworth Schwab Strategic Tr Us Large C Transaction History

Brightworth

$933 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 26, 2019	SELL	N/A	-5,733 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	N/A	5,733 New	5,733 $395,000

Others Institutions Holding SCHG

# of Institutions

1,396

Shares Held

1.97B

Call Options Held

167K

Put Options Held

96.6K

Koshinski Asset Management, Inc.

1.56B
Shares

$44.4 Billion
97.59% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$1.11 Billion
14.24% of portfolio
Avantax Planning Partners, Inc.

15.4M
Shares

$437 Million
15.54% of portfolio
Raymond James Financial Inc St. Petersburg, FL

14.5M
Shares

$412 Million
0.15% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$320 Million
2.41% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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