Asio Capital, LLC Schwab Strategic Tr Us Large C Transaction History

Asio Capital, LLC

$507 Million
Q3 2024

A detailed history of Asio Capital, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Asio Capital, LLC holds 3,429 shares of SCHG stock, worth $99,235. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,429

Holding current value

$99,235

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 10, 2024	BUY	$92.63 - $105.69 $317,628 - $362,411	3,429 New	3,429 $357,000

Others Institutions Holding SCHG

# of Institutions

1,314

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$326 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$317 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$283 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$277 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$141 Million
5.48% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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