Wall Capital Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Wall Capital Group, Inc.

$88.2 Million
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$54.31 - $60.76 $61,478 - $68,780	1,132 New	1,132 $0
Q1 2018 Apr 19, 2018	SELL	N/A	-662 Closed	0 $0
Q3 2017 Oct 12, 2017	BUY	N/A	662	662 $44,000

Others Institutions Holding SCHG

# of Institutions

1,352

Shares Held

1.82B

Call Options Held

140K

Put Options Held

91.5K

Koshinski Asset Management, Inc.

1.56B
Shares

$45.2 Billion
97.59% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$325 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$316 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$282 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$276 Million
1.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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