Investment Research & Advisory Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Investment Research & Advisory Group, Inc.

$236 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	$49.51 - $57.27 $13,714 - $15,863	-277 Closed	0 $0
Q2 2020 Aug 04, 2020	BUY	$29.25 - $38.76 $8,102 - $10,736	277 New	277 $20,000

Others Institutions Holding SCHX

# of Institutions

1,350

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$648 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$594 Million
18.81% of portfolio
Us Bancorp \De\

20.6M
Shares

$478 Million
1.81% of portfolio
Mercer Global Advisors Inc Denver, CO

13.9M
Shares

$323 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

12.4M
Shares

$287 Million
1.12% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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