Ellevest, Inc. Schwab Strategic Tr Us Large C Transaction History

Ellevest, Inc.

$1.8 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	BUY	$58.51 - $69.02 $2,866 - $3,381	49 New	49 $3,000
Q2 2020 Jul 06, 2020	SELL	$42.21 - $55.29 $16,799 - $22,005	-398 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$38.4 - $61.03 $15,283 - $24,289	398 New	398 $18,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

0

Put Options Held

0

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

19.5M
Shares

$541 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$337 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$299 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$135 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$118 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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