Woodley Farra Manion Portfolio Management Inc Schwab Strategic Tr Us Large C Transaction History

Woodley Farra Manion Portfolio Management Inc

$2.1 Billion
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 05, 2020	SELL	$37.26 - $43.03 $5,663 - $6,540	-152 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$26.61 - $40.52 $26 - $40	1 Added 0.66%	152 $9,000
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $5,197 - $5,819	151 New	151 $12,000

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

Us Bancorp \De\

206M
Shares

$5.5 Billion
6.45% of portfolio
Creative Planning Overland Park, KS

81.6M
Shares

$2.17 Billion
1.72% of portfolio
Sei Investments CO Oaks, PA

36M
Shares

$959 Million
1.06% of portfolio
Hbk Sorce Advisory LLC Erie, PA

33.5M
Shares

$894 Million
29.75% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

33M
Shares

$879 Million
9.79% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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