Loring Wolcott & Coolidge Fiduciary Advisors LLP Schwab Strategic Tr Us Large C Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 09, 2019	SELL	N/A	-389 Closed	0 $0
Q1 2019 Apr 08, 2019	BUY	N/A	389 New	389 $21,000

Others Institutions Holding SCHV

# of Institutions

834

Shares Held

112M

Call Options Held

Put Options Held

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

19.5M
Shares

$546 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$340 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$301 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$136 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$119 Million
0.81% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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