Signify Wealth Schwab Strategic Tr Us Large C Transaction History

Signify Wealth

$66.4 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 21, 2022	SELL	$73.11 - $83.4 $3.49 Million - $3.98 Million	-47,767 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$73.24 - $78.94 $3.5 Million - $3.77 Million	47,767 New	47,767 $7.07 Million

Others Institutions Holding SCHG

# of Institutions

1,255

Shares Held

169M

Call Options Held

87.2K

Put Options Held

25.8K

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

10.6M
Shares

$1.1 Billion
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$1.04 Billion
0.36% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$947 Million
1.33% of portfolio
Mather Group, Llc. Chicago, IL

9.08M
Shares

$945 Million
11.2% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$468 Million
14.61% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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