Slate Stone Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Slate Stone Wealth, LLC

$1.11 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$65.63 - $82.62 $80,199 - $100,961	-1,222 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$73.11 - $83.4 $89,340 - $101,914	1,222 New	1,222 $200,000

Others Institutions Holding SCHG

# of Institutions

1,314

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$326 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$317 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$283 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$277 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$141 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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