Nvwm, LLC Schwab Strategic Tr Us Large C Transaction History

Nvwm, LLC

$382 Million
Q3 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

831

Shares Held

112M

Call Options Held

0

Put Options Held

0

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

19.5M
Shares

$541 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$337 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$299 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$135 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$118 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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