Veritable, L.P. Schwab Strategic Tr Us Large C Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 14, 2020	SELL	$40.97 - $46.72 $436,330 - $497,568	-10,650 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$41.7 - $42.86 $444,105 - $456,459	10,650 New	10,650 $895,000

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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