V Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$60.93 - $72.3 $183,155 - $217,333	-3,006 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$67.71 - $74.19 $12,661 - $13,873	-187 Reduced 5.86%	3,006 $215,000
Q4 2021 Feb 17, 2022	SELL	$67.9 - $73.3 $26,481 - $28,587	-390 Reduced 10.88%	3,193 $233,000
Q3 2021 Oct 21, 2021	BUY	$66.91 - $71.05 $20,206 - $21,457	302 Added 9.2%	3,583 $242,000
Q2 2021 Jul 27, 2021	BUY	$65.81 - $69.75 $263 - $279	4 Added 0.12%	3,281 $224,000
Q1 2021 Apr 20, 2021	SELL	$58.71 - $65.66 $285,389 - $319,173	-4,861 Reduced 59.73%	3,277 $214,000
Q4 2020 Jan 25, 2021	BUY	$50.83 - $59.53 $413,654 - $484,455	8,138 New	8,138 $484,000

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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