Kwmg, LLC Schwab Strategic Tr Us Large C Transaction History

Kwmg, LLC

$969 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 10, 2019	SELL	N/A	-300 Closed	0 $0
Q1 2019 Apr 23, 2019	BUY	N/A	300 New	300 $24,000

Others Institutions Holding SCHG

# of Institutions

1,498

Shares Held

740M

Call Options Held

327K

Put Options Held

193K

Envestnet Asset Management Inc

48.3M
Shares

$1.33 Billion
0.4% of portfolio
Sei Investments CO Oaks, PA

41.2M
Shares

$1.14 Billion
1.38% of portfolio
Mather Group, Llc. Chicago, IL

40.5M
Shares

$1.12 Billion
11.8% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$1.05 Billion
2.06% of portfolio
Lpl Financial LLC Fort Mill, SC

24.6M
Shares

$680 Million
0.25% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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