Nvwm, LLC Schwab Strategic Tr Us Large C Transaction History

Nvwm, LLC

$365 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	BUY	$67.9 - $73.3 $37,820 - $40,828	557 New	557 $41,000
Q1 2021 May 11, 2021	SELL	$58.71 - $65.66 $763 - $853	-13 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$42.21 - $55.29 $548 - $718	13 New	13 $1,000

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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