Northern Oak Wealth Management Inc Schwab Strategic Tr Us Large C Transaction History

Northern Oak Wealth Management Inc

$788 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 30, 2019	SELL	N/A	-30 Closed	0 $0
Q1 2019 Apr 24, 2019	BUY	N/A	30 New	30 $0

Others Institutions Holding SCHG

# of Institutions

1,352

Shares Held

1.82B

Call Options Held

140K

Put Options Held

91.5K

Koshinski Asset Management, Inc.

1.56B
Shares

$45.2 Billion
97.59% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$1.13 Billion
14.24% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$325 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$316 Million
0.38% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$276 Million
1.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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