Mba Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Mba Advisors LLC

$195 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$62.59 - $69.3 $23,033 - $25,502	368 Added 0.9%	41,040 $2.69 Million
Q4 2022 Jan 25, 2023	BUY	$59.13 - $69.24 $143,094 - $167,560	2,420 Added 6.33%	40,672 $0
Q3 2022 Oct 31, 2022	BUY	$58.51 - $69.02 $61,376 - $72,401	1,049 Added 2.82%	38,252 $2.24 Million
Q2 2022 Aug 08, 2022	BUY	$60.93 - $72.3 $116,376 - $138,093	1,910 Added 5.41%	37,203 $2.32 Million
Q1 2022 May 16, 2022	BUY	$67.71 - $74.19 $174,691 - $191,410	2,580 Added 7.89%	35,293 $2.52 Million
Q4 2021 Feb 11, 2022	BUY	$67.9 - $73.3 $84,331 - $91,038	1,242 Added 3.95%	32,713 $2.4 Million
Q3 2021 Nov 16, 2021	BUY	$66.91 - $71.05 $78,351 - $83,199	1,171 Added 3.86%	31,471 $2.12 Million
Q2 2021 Aug 16, 2021	BUY	$65.81 - $69.75 $175,778 - $186,302	2,671 Added 9.67%	30,300 $2.07 Million
Q1 2021 May 18, 2021	BUY	$58.71 - $65.66 $1.62 Million - $1.81 Million	27,629 New	27,629 $1.8 Million

Others Institutions Holding SCHV

# of Institutions

804

Shares Held

105M

Call Options Held

3.2K

Put Options Held

0

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

18.6M
Shares

$1.5 Billion
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$923 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$893 Million
10.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$358 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$323 Million
0.11% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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