Shelton Capital Management Schwab Strategic Tr Us Large C Transaction History

Shelton Capital Management

$3.85 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 09, 2020	SELL	$51.42 - $61.56 $257,100 - $307,800	-5,000 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$34.6 - $51.17 $173,000 - $255,850	5,000 New	5,000 $398,000

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$304 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$295 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$263 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$258 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$131 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shelton Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Shelton Capital Management with notifications on news.