Tfc Financial Management Schwab Strategic Tr Us Large C Transaction History

Tfc Financial Management

$631 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 10, 2021	SELL	$55.95 - $64.38 $1,398 - $1,609	-25 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$51.42 - $61.56 $1,285 - $1,539	25 New	25 $3,000

Others Institutions Holding SCHG

# of Institutions

1,371

Shares Held

1.89B

Call Options Held

167K

Put Options Held

96.6K

Koshinski Asset Management, Inc.

1.56B
Shares

$44.5 Billion
97.59% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$1.12 Billion
14.24% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$320 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$311 Million
0.38% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$272 Million
1.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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