Schwallier Wealth Management LLC Schwab Strategic Tr Us Large C Call Options Transaction History

Schwallier Wealth Management LLC

$123 Billion
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

813

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

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