Landaas & CO Schwab Strategic Tr Us Large C Transaction History

Landaas & CO

$357 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	BUY	$50.83 - $59.53 $184,004 - $215,498	3,620 New	3,620 $215,000
Q1 2020 May 05, 2020	SELL	$38.4 - $61.03 $139,008 - $220,928	-3,620 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$54.73 - $60.25 $198,122 - $218,105	3,620 New	3,620 $218,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

0

Put Options Held

0

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

19.5M
Shares

$530 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$330 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$292 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$132 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

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