Penobscot Wealth Management Schwab Strategic Tr Us Large C Transaction History

Penobscot Wealth Management

$168 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$80.6 - $93.32 $305,151 - $353,309	3,786 New	3,786 $351,000

Others Institutions Holding SCHG

# of Institutions

1,255

Shares Held

169M

Call Options Held

87.2K

Put Options Held

25.8K

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

10.6M
Shares

$1.1 Billion
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$1.04 Billion
0.36% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$947 Million
1.33% of portfolio
Mather Group, Llc. Chicago, IL

9.08M
Shares

$945 Million
11.2% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$468 Million
14.61% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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