Verity & Verity, LLC Schwab Strategic Tr Us Large C Transaction History

Verity & Verity, LLC

$1.02 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Nov 07, 2024	BUY	$80.6 - $93.32 $288,225 - $333,712	3,576 New	3,576 $331,000
Q1 2024 Sep 16, 2024	BUY	$80.6 - $93.32 $288,225 - $333,712	3,576 New	3,576 $331,000

Others Institutions Holding SCHG

# of Institutions

1,315

Shares Held

182M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$319 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$310 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$277 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$271 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$138 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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