Proficio Capital Partners LLC Schwab Strategic Tr Us Large C Transaction History

Proficio Capital Partners LLC

$892 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 13, 2019	SELL	N/A	-2,000 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	2,000	2,000 $132,000

Others Institutions Holding SCHG

# of Institutions

1,186

Shares Held

165M

Call Options Held

148K

Put Options Held

24.3K

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

11.4M
Shares

$1.16 Billion
2.38% of portfolio
Sei Investments CO Oaks, PA

9.09M
Shares

$932 Million
1.26% of portfolio
Mather Group, Llc. Chicago, IL

8.98M
Shares

$921 Million
12.55% of portfolio
Envestnet Asset Management Inc

8.7M
Shares

$892 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.93M
Shares

$505 Million
1.05% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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