American National Bank Schwab Strategic Tr Us Large C Transaction History

American National Bank

$972 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 07, 2020	SELL	$37.99 - $51.32 $949 - $1,283	-25 Closed	0 $0
Q4 2019 Jan 10, 2020	BUY	$40.97 - $46.72 $1,024 - $1,168	25 New	25 $2,000

Others Institutions Holding SCHG

# of Institutions

1,682

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

Envestnet Asset Management Inc

61.9M
Shares

$2 Billion
0.61% of portfolio
Sei Investments CO Oaks, PA

44.5M
Shares

$1.43 Billion
1.58% of portfolio
Mather Group, Llc. Chicago, IL

42.2M
Shares

$1.36 Billion
13.71% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

35.6M
Shares

$1.15 Billion
2.17% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

34.5M
Shares

$1.11 Billion
0.18% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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