Turtle Creek Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Turtle Creek Wealth Advisors, LLC

$432 Billion
Q2 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$87.04 - $101.61 $0 - $0	0 New	0 $34,000

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

$277 Million
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$261 Million
0.36% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$255 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$238 Million
1.33% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$117 Million
14.61% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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