Tci Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Tci Wealth Advisors, Inc.

$1.01 Billion
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$62.59 - $69.3 $34,424 - $38,115	-550 Reduced 19.27%	2,304 $151,000
Q4 2022 Feb 06, 2023	BUY	$59.13 - $69.24 $32,521 - $38,082	550 Added 23.87%	2,854 $188,000
Q3 2021 Oct 29, 2021	SELL	$66.91 - $71.05 $20,073 - $21,315	-300 Reduced 11.52%	2,304 $155,000
Q1 2021 Apr 29, 2021	SELL	$58.71 - $65.66 $2,230 - $2,495	-38 Reduced 1.44%	2,604 $170,000
Q3 2020 Oct 20, 2020	SELL	$49.44 - $54.86 $19,776 - $21,944	-400 Reduced 13.15%	2,642 $138,000
Q2 2020 Jul 20, 2020	SELL	$42.21 - $55.29 $128,824 - $168,745	-3,052 Reduced 50.08%	3,042 $152,000
Q1 2020 Apr 14, 2020	BUY	$38.4 - $61.03 $109,440 - $173,935	2,850 Added 87.85%	6,094 $270,000
Q4 2019 Jan 27, 2020	SELL	$54.73 - $60.25 $83,189 - $91,580	-1,520 Reduced 31.91%	3,244 $195,000
Q3 2019 Oct 17, 2019	SELL	$56.56 - $57.5 $32,861 - $33,407	-581 Reduced 10.87%	4,764 $270,000
Q2 2019 Jul 23, 2019	SELL	N/A	-2,031 Reduced 27.54%	5,345 $300,000
Q1 2019 Apr 11, 2019	BUY	N/A	1,661 Added 29.06%	7,376 $404,000
Q4 2018 Jan 17, 2019	BUY	N/A	166 Added 2.99%	5,715 $282,000
Q2 2018 Jul 27, 2018	SELL	N/A	-850 Reduced 13.28%	5,549 $295,000
Q1 2018 Apr 30, 2018	SELL	N/A	-1,494 Reduced 18.93%	6,399 $338,000
Q4 2017 Feb 01, 2018	BUY	N/A	4,621 Added 141.23%	7,893 $432,000
Q2 2017 Aug 10, 2017	BUY	N/A	3,272	3,272 $164,000

Others Institutions Holding SCHV

# of Institutions

804

Shares Held

105M

Call Options Held

3.2K

Put Options Held

0

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

18.6M
Shares

$1.5 Billion
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$923 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$893 Million
10.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$358 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$323 Million
0.11% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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