Investors Research Corp Schwab Strategic Tr Us Large C Transaction History

Investors Research Corp

$446 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	SELL	$65.81 - $69.75 $1,974 - $2,092	-30 Reduced 2.3%	1,275 $87,000
Q2 2019 Jul 08, 2019	BUY	N/A	4 Added 0.31%	1,305 $73,000
Q1 2019 Apr 23, 2019	BUY	N/A	1,301 New	1,301 $71,000

Others Institutions Holding SCHV

# of Institutions

849

Shares Held

179M

Call Options Held

0

Put Options Held

0

Mather Group, Llc. Chicago, IL

32M
Shares

$865 Million
10.86% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$527 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$328 Million
1.3% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$131 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$115 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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