Youngs Advisory Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Youngs Advisory Group, Inc.

$227 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 28, 2020	SELL	$42.21 - $55.29 $9.82 Million - $12.9 Million	-232,696 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$38.4 - $61.03 $113,395 - $180,221	2,953 Added 1.29%	232,696 $10.3 Million
Q4 2019 Feb 04, 2020	SELL	$54.73 - $60.25 $141,860 - $156,168	-2,592 Reduced 1.12%	229,743 $13.8 Million
Q3 2019 Oct 29, 2019	BUY	$56.56 - $57.5 $107,464 - $109,250	1,900 Added 0.82%	232,335 $13.2 Million
Q2 2019 Jul 16, 2019	SELL	N/A	-1,030 Reduced 0.44%	230,435 $12.9 Million
Q1 2019 Apr 30, 2019	BUY	N/A	16,488 Added 7.67%	231,465 $12.7 Million
Q4 2018 Feb 12, 2019	BUY	N/A	3,535 Added 1.67%	214,977 $10.6 Million
Q3 2018 Nov 01, 2018	BUY	N/A	23,478 Added 12.49%	211,442 $11.9 Million
Q2 2018 Aug 07, 2018	BUY	N/A	41,868 Added 28.66%	187,964 $9.99 Million
Q1 2018 Apr 24, 2018	BUY	N/A	146,096 New	146,096 $7.72 Million

Others Institutions Holding SCHV

# of Institutions

816

Shares Held

106M

Call Options Held

3.2K

Put Options Held

0

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

18.6M
Shares

$498 Million
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$307 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$287 Million
11.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$119 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$108 Million
0.11% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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