Efficient Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Efficient Advisors, LLC

$1.54 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 05, 2018	SELL	N/A	-1,566 Closed	0 $0
Q2 2018 Aug 20, 2018	SELL	N/A	-101 Reduced 6.06%	1,566 $83,000
Q1 2018 May 01, 2018	BUY	N/A	1,667 New	1,667 $88,000

Others Institutions Holding SCHV

# of Institutions

818

Shares Held

106M

Call Options Held

3.2K

Put Options Held

0

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

18.6M
Shares

$494 Million
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$305 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$285 Million
11.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$118 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$107 Million
0.11% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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