Country Trust Bank Schwab Strategic Tr Us Large C Transaction History

Country Trust Bank

$3.99 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	BUY	$65.63 - $82.62 $25,267 - $31,808	385 Added 93.22%	798 $60,000
Q3 2021 Oct 26, 2021	SELL	$73.24 - $78.94 $6,371 - $6,867	-87 Reduced 17.4%	413 $61,000
Q1 2018 May 08, 2018	BUY	N/A	500 New	500 $36,000

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$309 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$301 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

$263 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$134 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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