Delta Asset Management LLC Schwab Strategic Tr Us Large C Transaction History

Delta Asset Management LLC

$1.13 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 28, 2020	SELL	N/A	-1 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	N/A	1 New	1 $0
Q3 2019 Oct 31, 2019	SELL	N/A	-1 Closed	0 $0
Q2 2019 Jul 26, 2019	BUY	N/A	1 New	1 $0

Others Institutions Holding SCHV

# of Institutions

786

Shares Held

103M

Call Options Held

9.1K

Put Options Held

0

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

19M
Shares

$1.45 Billion
3.26% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$847 Million
10.09% of portfolio
Sei Investments CO Oaks, PA

10.9M
Shares

$833 Million
1.25% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.58M
Shares

$348 Million
0.8% of portfolio
Avantax Planning Partners, Inc.

4.1M
Shares

$312 Million
10.12% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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