Capital Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Capital Advisors Inc

$5.86 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$25.77 - $27.6 $311,018 - $333,104	12,069 New	12,069 $320,000
Q4 2022 Jan 17, 2023	BUY	$59.13 - $69.24 $342,954 - $401,591	5,800 New	5,800 $0

Others Institutions Holding SCHV

# of Institutions

973

Shares Held

357M

Call Options Held

0

Put Options Held

0

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

51.9M
Shares

$1.5 Billion
2.89% of portfolio
Sei Investments CO Oaks, PA

44.4M
Shares

$1.29 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

34.1M
Shares

$989 Million
10.12% of portfolio
Envestnet Asset Management Inc

16.7M
Shares

$484 Million
0.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

12.1M
Shares

$350 Million
0.52% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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