Smi Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History

Smi Advisory Services, LLC

$390 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 11, 2023	BUY	$62.59 - $69.3 $79,364 - $87,872	1,268 Added 12.47%	11,436 $749,000
Q3 2022 Oct 14, 2022	BUY	N/A	10,168 New	10,168 $595,000

Others Institutions Holding SCHV

# of Institutions

786

Shares Held

103M

Call Options Held

9.1K

Put Options Held

0

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

19M
Shares

$1.45 Billion
3.26% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$847 Million
10.09% of portfolio
Sei Investments CO Oaks, PA

10.9M
Shares

$833 Million
1.25% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.58M
Shares

$348 Million
0.8% of portfolio
Avantax Planning Partners, Inc.

4.1M
Shares

$312 Million
10.12% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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