Voya Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Voya Financial Advisors, Inc.

$877 Million
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$65.3 - $73.24 $9.54 Million - $10.7 Million	-146,082 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$61.41 - $68.35 $37,889 - $42,171	-617 Reduced 0.42%	146,082 $18.7 Million
Q4 2020 Mar 05, 2021	SELL	$55.95 - $64.38 $174,675 - $200,994	-3,122 Reduced 2.08%	146,699 $18.8 Million
Q3 2020 Nov 16, 2020	SELL	$51.42 - $61.56 $289,134 - $346,151	-5,623 Reduced 3.62%	149,821 $17.1 Million
Q2 2020 Aug 14, 2020	SELL	$37.99 - $51.32 $1,405 - $1,898	-37 Reduced 0.02%	155,444 $15.5 Million
Q1 2020 May 15, 2020	SELL	$34.6 - $51.17 $36,745 - $54,342	-1,062 Reduced 0.68%	155,481 $12.6 Million
Q4 2019 Feb 14, 2020	BUY	$40.97 - $46.72 $136,962 - $156,184	3,343 Added 2.18%	156,543 $14.5 Million
Q3 2019 Nov 14, 2019	BUY	$41.7 - $42.86 $14,219 - $14,615	341 Added 0.22%	153,200 $12.8 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-1,202 Reduced 0.78%	152,859 $12.6 Million
Q1 2019 May 15, 2019	BUY	N/A	3,035 Added 2.01%	154,061 $12.1 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-8,501 Reduced 5.33%	151,026 $10.3 Million
Q3 2018 Nov 14, 2018	BUY	N/A	147 Added 0.09%	159,527 $13.1 Million
Q2 2018 Aug 14, 2018	BUY	N/A	3,853 Added 2.48%	159,380 $12.1 Million
Q1 2018 May 15, 2018	SELL	N/A	-692 Reduced 0.44%	155,527 $11 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-3,729 Reduced 2.33%	156,219 $11.1 Million
Q3 2017 Nov 14, 2017	BUY	N/A	159,948	159,948 $10.5 Million

Others Institutions Holding SCHG

# of Institutions

1,280

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

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