Steph & CO Schwab Strategic Tr Us Large C Transaction History

Steph & CO

$255 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 15, 2020	SELL	$37.99 - $51.32 $37,040 - $50,037	-975 Closed	0 $0
Q4 2019 Feb 24, 2020	BUY	$40.97 - $46.72 $39,945 - $45,552	975 New	975 $91,000

Others Institutions Holding SCHG

# of Institutions

1,331

Shares Held

1.79B

Call Options Held

140K

Put Options Held

91.5K

Koshinski Asset Management, Inc.

1.56B
Shares

$44.2 Billion
97.59% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$318 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$309 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$276 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$270 Million
1.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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