Ballast Advisors LLC Schwab Strategic Tr Us Large C Put Options Transaction History

Ballast Advisors LLC

$322 Million
Q3 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

836

Shares Held

112M

Call Options Held

0

Put Options Held

0

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

19.5M
Shares

$514 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$320 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$284 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$128 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$112 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ballast Advisors LLC with notifications on news.