Cambridge Trust CO Schwab Strategic Tr Us Large C Transaction History

Cambridge Trust CO

$2.6 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 26, 2023	SELL	$71.99 - $78.02 $6,839 - $7,411	-95 Reduced 31.46%	207 $15,000
Q4 2022 Jan 09, 2023	BUY	$54.31 - $60.76 $16,401 - $18,349	302 New	302 $17,000

Others Institutions Holding SCHG

# of Institutions

1,315

Shares Held

185M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$316 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$307 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$274 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$269 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$137 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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