Personal Wealth Partners Schwab Strategic Tr Us Large C Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 28, 2020	SELL	$40.97 - $46.72 $0 - $0	0 Closed	0 $0
Q3 2019 Oct 22, 2019	BUY	$41.7 - $42.86 $0 - $0	0 New	0 $0

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$308 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$300 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$268 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$262 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$133 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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