Madden Securities Corp Schwab Strategic Tr Us Large C Transaction History

Madden Securities Corp

$227 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 10, 2023	SELL	$59.13 - $69.24 $108,503 - $127,055	-1,835 Reduced 52.09%	1,688 $0
Q3 2022 Oct 13, 2022	SELL	$58.51 - $69.02 $7,840 - $9,248	-134 Reduced 3.66%	3,523 $206,000
Q2 2022 Aug 04, 2022	SELL	$60.93 - $72.3 $24,189 - $28,703	-397 Reduced 9.79%	3,657 $228,000
Q1 2022 Apr 28, 2022	SELL	$67.71 - $74.19 $47,329 - $51,858	-699 Reduced 14.71%	4,054 $289,000
Q4 2021 Jan 14, 2022	SELL	$67.9 - $73.3 $16,363 - $17,665	-241 Reduced 4.83%	4,753 $348,000
Q3 2021 Oct 14, 2021	BUY	$66.91 - $71.05 $133 - $142	2 Added 0.04%	4,994 $337,000
Q2 2021 Jul 14, 2021	SELL	$65.81 - $69.75 $13,425 - $14,229	-204 Reduced 3.93%	4,992 $341,000
Q1 2021 Apr 30, 2021	SELL	$58.71 - $65.66 $7,162 - $8,010	-122 Reduced 2.29%	5,196 $339,000
Q4 2020 Jan 12, 2021	SELL	$50.83 - $59.53 $621,295 - $727,635	-12,223 Reduced 69.68%	5,318 $317,000
Q3 2020 Oct 08, 2020	SELL	$49.44 - $54.86 $253,627 - $281,431	-5,130 Reduced 22.63%	17,541 $915,000
Q2 2020 Jul 14, 2020	SELL	$42.21 - $55.29 $413,235 - $541,289	-9,790 Reduced 30.16%	22,671 $1.14 Million
Q4 2019 Feb 25, 2020	BUY	$54.73 - $60.25 $1.78 Million - $1.96 Million	32,461 New	32,461 $1.95 Million

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

$541 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$337 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$299 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$135 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$118 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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