Heritage Wealth Partners, LLC Schwab Strategic Tr Us Large C Put Options Transaction History

Heritage Wealth Partners, LLC

$85 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHG

# of Institutions

1,277

Shares Held

173M

Call Options Held

87.6K

Put Options Held

27.4K

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

10.6M
Shares

$288 Million
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$271 Million
0.36% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$265 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$247 Million
1.33% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$122 Million
14.61% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Partners, LLC with notifications on news.