Mine & Arao Wealth Creation & Management, Llc. Schwab Strategic Tr Us Large C Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	BUY	$55.73 - $76.55 $55 - $76	1 Added 0.12%	841 $49,000
Q1 2022 May 13, 2022	BUY	$65.63 - $82.62 $27,564 - $34,700	420 Added 100.0%	840 $63,000
Q1 2020 May 13, 2020	BUY	$34.6 - $51.17 $14,532 - $21,491	420 New	420 $33,000

Others Institutions Holding SCHG

# of Institutions

1,316

Shares Held

185M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$312 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$303 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$271 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$265 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$135 Million
5.48% of portfolio

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