Facet Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History

Facet Wealth, Inc.

$3.6 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$67.9 - $73.3 $216,465 - $233,680	-3,188 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$66.91 - $71.05 $213,309 - $226,507	3,188 New	3,188 $215,000

Others Institutions Holding SCHV

# of Institutions

819

Shares Held

106M

Call Options Held

3.2K

Put Options Held

0

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

18.6M
Shares

$494 Million
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$305 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$285 Million
11.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$118 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$107 Million
0.11% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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