Capital Advisory Group Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History

Capital Advisory Group Advisory Services, LLC

$233 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 May 28, 2020	SELL	N/A	-581 Closed	0 $0
Q1 2018 May 28, 2020	BUY	N/A	581 New	581 $30,000

Others Institutions Holding SCHV

# of Institutions

804

Shares Held

105M

Call Options Held

3.2K

Put Options Held

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

18.6M
Shares

$1.49 Billion
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$921 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$891 Million
10.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$357 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$322 Million
0.11% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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