Farmers & Merchants Trust CO Of Long Beach Schwab Strategic Tr Us Large C Transaction History

Farmers & Merchants Trust CO Of Long Beach

$372 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 14, 2021	SELL	$73.24 - $78.94 $110,152 - $118,725	-1,504 Closed	0 $0
Q2 2021 Jul 12, 2021	SELL	$65.3 - $73.24 $2,481 - $2,783	-38 Reduced 2.46%	1,504 $220,000
Q1 2021 Apr 12, 2021	BUY	$61.41 - $68.35 $94,694 - $105,395	1,542 New	1,542 $200,000

Others Institutions Holding SCHG

# of Institutions

1,280

Shares Held

172M

Call Options Held

87.6K

Put Options Held

27.4K

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

10.6M
Shares

$277 Million
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$261 Million
0.36% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$255 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$238 Million
1.33% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$117 Million
14.61% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Farmers & Merchants Trust CO Of Long Beach, based on Form 13F filings with the SEC.

News

Stay updated on Farmers & Merchants Trust CO Of Long Beach with notifications on news.

Account