Inspire Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Inspire Advisors, LLC

$737 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 30, 2021	SELL	$61.41 - $68.35 $125,644 - $139,844	-2,046 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$55.95 - $64.38 $114,473 - $131,721	2,046 New	2,046 $263,000

Others Institutions Holding SCHG

# of Institutions

1,279

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

$284 Million
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$267 Million
0.36% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$261 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$243 Million
1.33% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$120 Million
14.61% of portfolio

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 Inspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspire Advisors, LLC with notifications on news.