Paradigm, Strategies In Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Paradigm, Strategies In Wealth Management, LLC

$145 Million
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 15, 2021	SELL	$66.91 - $71.05 $5,419 - $5,755	-81 Closed	0 $0
Q2 2021 Jul 30, 2021	SELL	$65.81 - $69.75 $97,135 - $102,951	-1,476 Reduced 94.8%	81 $6,000
Q1 2021 Apr 29, 2021	BUY	$58.71 - $65.66 $91,411 - $102,232	1,557 New	1,557 $102,000

Others Institutions Holding SCHV

# of Institutions

968

Shares Held

343M

Call Options Held

Put Options Held

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

52.6M
Shares

$1.54 Billion
2.91% of portfolio
Sei Investments CO Oaks, PA

43.1M
Shares

$1.26 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$965 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.2M
Shares

$473 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

12M
Shares

$351 Million
0.63% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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