Southland Equity Partners LLC Schwab Strategic Tr Us Large C Transaction History

Southland Equity Partners LLC

$350 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 12, 2024	BUY	$80.6 - $93.32 $186,750 - $216,222	2,317 New	2,317 $215 Million

Others Institutions Holding SCHG

# of Institutions

1,206

Shares Held

165M

Call Options Held

148K

Put Options Held

24.3K

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

11.4M
Shares

$1.11 Billion
2.38% of portfolio
Sei Investments CO Oaks, PA

9.09M
Shares

$885 Million
1.26% of portfolio
Mather Group, Llc. Chicago, IL

9.08M
Shares

$884 Million
11.2% of portfolio
Envestnet Asset Management Inc

8.7M
Shares

$847 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.93M
Shares

$480 Million
1.05% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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