Elmwood Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	N/A	-11 Closed	0 $0
Q1 2019 May 22, 2019	SELL	N/A	-146 Reduced 92.99%	11 $1,000
Q2 2018 Aug 22, 2018	BUY	N/A	157 New	157 $11.9 Million

Others Institutions Holding SCHG

# of Institutions

1,456

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

Koshinski Asset Management, Inc.

1.56B
Shares

$45.2 Billion
97.59% of portfolio
Envestnet Asset Management Inc

42.5M
Shares

$1.23 Billion
0.39% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39.8M
Shares

$1.15 Billion
2.34% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$1.13 Billion
14.24% of portfolio
Sei Investments CO Oaks, PA

38.2M
Shares

$1.1 Billion
1.41% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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