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

Blue Rock Wealth Management LLC

$118 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHG

# of Institutions

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

Envestnet Asset Management Inc

48.3M
Shares

$1.31 Billion
0.4% of portfolio
Sei Investments CO Oaks, PA

41.2M
Shares

$1.12 Billion
1.38% of portfolio
Mather Group, Llc. Chicago, IL

40.5M
Shares

$1.1 Billion
11.8% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

38.2M
Shares

$1.04 Billion
2.06% of portfolio
Lpl Financial LLC Fort Mill, SC

24.6M
Shares

$669 Million
0.25% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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