Alpha Financial Advisors, LLC Schwab Strategic Tr Us Large C Call Options Transaction History
Alpha Financial Advisors, LLC
- $225 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHG
# of Institutions
1,499Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.3 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.11 Billion1.38% of portfolio
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Mather Group, Llc. Chicago, IL40.5MShares$1.09 Billion11.8% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.03 Billion2.06% of portfolio
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Lpl Financial LLC Fort Mill, SC24.6MShares$663 Million0.25% of portfolio