Glen Eagle Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Glen Eagle Advisors, LLC

$546 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $1,526 - $1,684	-26 Closed	0 $0
Q1 2024 Jul 03, 2024	BUY	$55.41 - $62.08 $1,385 - $1,552	25 New	25 $1.54 Million
Q4 2023 Aug 13, 2024	BUY	$48.47 - $56.6 $48 - $56	1 Added 2.04%	50 $2.79 Million
Q3 2023 Aug 13, 2024	SELL	$50.36 - $54.21 $50 - $54	-1 Reduced 2.0%	49 $2.5 Million
Q2 2023 Aug 13, 2024	BUY	$47.67 - $52.37 $47 - $52	1 Added 2.04%	50 $2.57 Million
Q1 2023 Aug 13, 2024	BUY	$44.78 - $49.41 $940 - $1,037	21 Added 75.0%	49 $2.37 Million
Q2 2022 Aug 13, 2024	SELL	$43.35 - $54.51 $2,254 - $2,834	-52 Reduced 65.0%	28 $1.26 Million
Q1 2022 Aug 13, 2024	BUY	$49.51 - $57.27 $2,673 - $3,092	54 Added 207.69%	80 $4.31 Million
Q4 2020 Aug 13, 2024	BUY	$39.35 - $45.48 $39 - $45	1 Added 4.0%	26 $2.37 Million
Q1 2019 Aug 13, 2024	BUY	N/A	1 Added 4.0%	26 $1.76 Million
Q1 2018 Aug 14, 2024	BUY	N/A	1 Added 4.0%	26 $1.64 Million
Q4 2017 Aug 13, 2024	BUY	N/A	1	26 $1.66 Million

Others Institutions Holding SCHX

# of Institutions

1,336

Shares Held

460M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$3.49 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

27.9M
Shares

$653 Million
1.88% of portfolio
Us Bancorp \De\

20.6M
Shares

$482 Million
1.81% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$293 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$248 Million
25.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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