Moody National Bank Trust Division Schwab Strategic Tr Us Large C Transaction History

Moody National Bank Trust Division

$1.05 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 11, 2024	BUY	$70.08 - $83.37 $8.37 Million - $9.96 Million	119,452 New	119,452 $9.91 Million

Others Institutions Holding SCHG

# of Institutions

1,597

Shares Held

807M

Call Options Held

594K

Put Options Held

163K

Envestnet Asset Management Inc

55.2M
Shares

$1.68 Billion
0.5% of portfolio
Sei Investments CO Oaks, PA

45.7M
Shares

$1.39 Billion
1.61% of portfolio
Mather Group, Llc. Chicago, IL

42.3M
Shares

$1.29 Billion
13.29% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$1.16 Billion
2.23% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.8M
Shares

$997 Million
0.17% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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