Waldron Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Waldron Private Wealth LLC

$2.4 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$38.4 - $61.03 $275,904 - $438,500	-7,185 Closed	0 $0
Q3 2019 Nov 06, 2019	BUY	$56.56 - $57.5 $406,383 - $413,137	7,185 New	7,185 $407,000

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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