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	$66.91 - $71.05 $198,120 - $210,379	-2,961 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$65.81 - $69.75 $194,863 - $206,529	2,961 New	2,961 $202,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

Put Options Held

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

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