Executive Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Executive Wealth Management, LLC

$1.16 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 01, 2019	SELL	N/A	-100 Reduced 75.76%	32 $2,000
Q1 2019 May 02, 2019	BUY	N/A	100 Added 312.5%	132 $7,000
Q4 2018 Feb 19, 2019	BUY	N/A	32 New	32 $2,000

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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