S.A. Mason LLC Schwab Strategic Tr Us Large C Transaction History

S.A. Mason LLC

$185 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$34.6 - $51.17 $19,722 - $29,166	-570 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$40.97 - $46.72 $23,352 - $26,630	570 New	570 $53,000

Others Institutions Holding SCHG

# of Institutions

1,491

Shares Held

709M

Call Options Held

296K

Put Options Held

153K

Envestnet Asset Management Inc

48.3M
Shares

$1.23 Billion
0.4% of portfolio
Mather Group, Llc. Chicago, IL

40.5M
Shares

$1.03 Billion
11.8% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39.8M
Shares

$1.01 Billion
2.34% of portfolio
Sei Investments CO Oaks, PA

38.2M
Shares

$970 Million
1.41% of portfolio
Lpl Financial LLC Fort Mill, SC

22.1M
Shares

$561 Million
0.26% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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