Security National Bank Of Sioux City Iowa Schwab Strategic Tr Us Large C Transaction History

Security National Bank Of Sioux City Iowa

$157 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 16, 2021	SELL	$73.24 - $78.94 $480,967 - $518,398	-6,567 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$65.3 - $73.24 $428,825 - $480,967	6,567 New	6,567 $959,000

Others Institutions Holding SCHG

# of Institutions

1,313

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$315 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$306 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$273 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$267 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$136 Million
5.48% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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