Diversified Investment Strategies, LLC Schwab Strategic Tr Us Large C Call Options Transaction History

Diversified Investment Strategies, LLC

$145 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls 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

$281 Million
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$264 Million
0.36% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$258 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$241 Million
1.33% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$119 Million
14.61% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
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