Vision Point Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Vision Point Advisory Group, LLC

$275 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$68.82 - $75.98 $206 - $227	3 Added 30.0%	13 $0
Q4 2023 Feb 07, 2024	BUY	$61.16 - $70.24 $611 - $702	10 New	10 $0

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

0

Put Options Held

0

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

19.5M
Shares

$513 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$320 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$283 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$128 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$112 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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