Intelligence Driven Advisers, LLC Schwab Strategic Tr Us Large C Transaction History

Intelligence Driven Advisers, LLC

$693 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 19, 2022	BUY	$73.11 - $83.4 $266,412 - $303,909	3,644 New	3,644 $572,000

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
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intelligence Driven Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intelligence Driven Advisers, LLC with notifications on news.