Global Wealth Management Investment Advisory, Inc. Schwab Strategic Tr Us Large C Transaction History

Global Wealth Management Investment Advisory, Inc.

$516 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$63.33 - $67.21 $1,583 - $1,680	25 New	25 $1,000
Q4 2018 Feb 14, 2019	BUY	N/A	25 New	25 $1,000

Others Institutions Holding SCHV

# of Institutions

961

Shares Held

342M

Call Options Held

Put Options Held

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

$957 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.2M
Shares

$469 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

12M
Shares

$348 Million
0.63% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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