Flower City Capital Schwab Strategic Tr Us Large C Transaction History

Flower City Capital

$150 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 14, 2022	SELL	N/A	-45,845 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	N/A	45,845 New	45,845 $0

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

0

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

19M
Shares

$1.4 Billion
3.26% of portfolio
Sei Investments CO Oaks, PA

10.9M
Shares

$810 Million
1.25% of portfolio
Mather Group, Llc. Chicago, IL

10.5M
Shares

$777 Million
12.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.58M
Shares

$338 Million
0.8% of portfolio
Avantax Planning Partners, Inc.

4.1M
Shares

$303 Million
10.12% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Flower City Capital, based on Form 13F filings with the SEC.

News

Stay updated on Flower City Capital with notifications on news.