Eq Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Eq Wealth Advisors, LLC

$152 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$22.27 - $29.21 $155 - $204	7 Added 6.6%	113 $3.3 Million
Q1 2025 Apr 22, 2025	BUY	$24.91 - $29.02 $2,640 - $3,076	106 New	106 $2.66 Million

Others Institutions Holding SCHG

# of Institutions

1,636

Shares Held

832M

Call Options Held

606K

Put Options Held

163K

Envestnet Asset Management Inc

55.2M
Shares

$1.75 Billion
0.5% of portfolio
Sei Investments CO Oaks, PA

45.7M
Shares

$1.45 Billion
1.61% of portfolio
Mather Group, Llc. Chicago, IL

42.2M
Shares

$1.34 Billion
13.71% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$1.21 Billion
2.23% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.8M
Shares

$1.04 Billion
0.17% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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