Q3 Asset Management Schwab Strategic Tr Us Large C Transaction History

Q3 Asset Management

$404 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$58.51 - $69.02 $6.58 Million - $7.76 Million	112,396 New	112,396 $6.58 Million
Q1 2019 Apr 17, 2019	SELL	N/A	-79,869 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	N/A	79,869 New	79,869 $3.94 Million

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

Ticker SCHV
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