Quantum Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History

Quantum Capital Management, LLC

$825 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$38.4 - $61.03 $2,304 - $3,661	-60 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$56.56 - $57.5 $3,393 - $3,450	60 New	60 $3,000

Others Institutions Holding SCHV

# of Institutions

818

Shares Held

107M

Call Options Held

3.2K

Put Options Held

0

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

18.6M
Shares

$511 Million
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$315 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$295 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$133 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$122 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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