Sowa Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Sowa Financial Group, Inc.

$146 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 07, 2021	SELL	$58.71 - $65.66 $27,593 - $30,860	-470 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$38.4 - $61.03 $18,048 - $28,684	470 New	470 $0

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

0

Put Options Held

0

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

19.5M
Shares

$511 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$318 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$282 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$127 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$111 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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