Concurrent Investment Advisors, LLC Schwab Strategic Tr Us Large C Put Options Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHV

# of Institutions

885

Shares Held

322M

Call Options Held

0

Put Options Held

0

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

55.4M
Shares

$1.44 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$1.01 Billion
1.35% of portfolio
Mather Group, Llc. Chicago, IL

32M
Shares

$833 Million
10.86% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$415 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$264 Million
0.66% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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