Woodard & CO Asset Management Group Inc Schwab Strategic Tr Us Large C Transaction History

Woodard & CO Asset Management Group Inc

$414 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 27, 2018	SELL	N/A	-395 Closed	0 $0
Q4 2017 Feb 16, 2018	BUY	N/A	395	395 $28,000

Others Institutions Holding SCHG

# of Institutions

1,316

Shares Held

185M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$312 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$303 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$271 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$265 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$135 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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