Global Assets Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Global Assets Advisory, LLC

$256 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 12, 2024	BUY	$68.82 - $75.98 $3.05 Million - $3.36 Million	44,278 New	44,278 $586,000

Others Institutions Holding SCHV

# of Institutions

961

Shares Held

342M

Call Options Held

0

Put Options Held

0

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

52.6M
Shares

$1.53 Billion
2.91% of portfolio
Sei Investments CO Oaks, PA

43.1M
Shares

$1.25 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$960 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.2M
Shares

$471 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

12M
Shares

$349 Million
0.63% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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