Claris Financial LLC Schwab Strategic Tr Us Large C Transaction History

Claris Financial LLC

$119 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jun 16, 2025	BUY	$25.93 - $105.3 $843,243 - $3.42 Million	32,520 New	32,520 $906 Million

Others Institutions Holding SCHG

# of Institutions

1,632

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

Envestnet Asset Management Inc

55.2M
Shares

$1.75 Billion
0.5% of portfolio
Sei Investments CO Oaks, PA

45.7M
Shares

$1.45 Billion
1.61% of portfolio
Mather Group, Llc. Chicago, IL

42.2M
Shares

$1.34 Billion
13.71% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$1.21 Billion
2.23% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.8M
Shares

$1.04 Billion
0.17% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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