Sym Financial Corp Schwab Strategic Tr Us Large C Transaction History

Sym Financial Corp

$745 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	BUY	$71.74 - $75.86 $11,406 - $12,061	159 New	159 $11,000
Q3 2022 Oct 28, 2022	BUY	$58.51 - $69.02 $6,962 - $8,213	119 New	119 $7,000
Q2 2022 Jul 19, 2022	SELL	$60.93 - $72.3 $6,458 - $7,663	-106 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$67.71 - $74.19 $338 - $370	5 Added 4.95%	106 $8,000
Q4 2021 Feb 03, 2022	BUY	$67.9 - $73.3 $6,857 - $7,403	101 New	101 $7,000
Q1 2021 Apr 19, 2021	SELL	$58.71 - $65.66 $22,427 - $25,082	-382 Closed	0 $0
Q4 2020 Jan 26, 2021	BUY	$50.83 - $59.53 $18,400 - $21,549	362 Added 1810.0%	382 $23,000
Q3 2020 Oct 13, 2020	BUY	$49.44 - $54.86 $988 - $1,097	20 New	20 $1,000

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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