Richard W. Paul & Associates, LLC Schwab Strategic Tr Us Large C Transaction History

Richard W. Paul & Associates, LLC

$275 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$54.31 - $60.76 $1,412 - $1,579	26 New	26 $1.45 Million

Others Institutions Holding SCHG

# of Institutions

1,476

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

Koshinski Asset Management, Inc.

1.56B
Shares

$39 Billion
97.59% of portfolio
Envestnet Asset Management Inc

42.5M
Shares

$1.06 Billion
0.39% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39.8M
Shares

$991 Million
2.34% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$976 Million
14.24% of portfolio
Sei Investments CO Oaks, PA

38.2M
Shares

$951 Million
1.41% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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