Droms Strauss Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Droms Strauss Advisors Inc

$282 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Jan 11, 2021	SELL	$51.42 - $61.56 $146,598 - $175,507	-2,851 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$37.99 - $51.32 $108,309 - $146,313	2,851 New	2,851 $290,000

Others Institutions Holding SCHG

# of Institutions

1,310

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$308 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$299 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$267 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$262 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$133 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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