Scott Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Scott Capital Advisors, LLC

$352 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$60.93 - $72.3 $377,766 - $448,260	-6,200 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$67.71 - $74.19 $419,801 - $459,978	6,200 New	6,200 $443,000

Others Institutions Holding SCHV

# of Institutions

835

Shares Held

112M

Call Options Held

0

Put Options Held

0

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

19.5M
Shares

$504 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$314 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$278 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$126 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$110 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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