Vima LLC Schwab Strategic Tr Us Large C Transaction History

Vima LLC

$40.2 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 17, 2024	SELL	$68.82 - $75.98 $344 - $379	-5 Reduced 1.49%	331 $25,000
Q4 2023 Mar 04, 2024	BUY	$61.16 - $70.24 $20,366 - $23,389	333 Added 11100.0%	336 $23.5 Million
Q4 2023 Feb 16, 2024	BUY	$61.16 - $70.24 $183 - $210	3 New	3 $23.8 Million

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

0

Put Options Held

0

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

19.5M
Shares

$541 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$337 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$299 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$135 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$118 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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