Ifg Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Ifg Advisory, LLC

$1.54 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$87.04 - $101.61 $636,697 - $743,277	7,315 New	7,315 $737,000
Q4 2023 Jan 17, 2024	BUY	$70.08 - $83.37 $485,023 - $577,003	6,921 New	6,921 $574,000

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$309 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$301 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$268 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$263 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$134 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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