Diversified Portfolios, Inc. Schwab Strategic Tr Us Large C Call Options Transaction History

Diversified Portfolios, Inc.

$855 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

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 Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.