Retireful, LLC Schwab Strategic Tr Us Large C Transaction History

Retireful, LLC

$134 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$71.74 - $75.86 $5.14 Million - $5.44 Million	71,652 New	71,652 $5.31 Million
Q4 2023 Jan 24, 2024	BUY	$61.16 - $70.24 $5.49 Million - $6.31 Million	89,801 New	89,801 $6.3 Million

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

0

Put Options Held

0

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

19.5M
Shares

$511 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$318 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$282 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$127 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$111 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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