Uptown Financial Advisors LLC Schwab Strategic Tr Us Large C Call Options Transaction History

Uptown Financial Advisors LLC

$92.7 Billion
Q4 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

1,486

Shares Held

711M

Call Options Held

296K

Put Options Held

153K

Envestnet Asset Management Inc

48.3M
Shares

$1.23 Billion
0.4% of portfolio
Mather Group, Llc. Chicago, IL

40.5M
Shares

$1.03 Billion
11.8% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39.8M
Shares

$1.01 Billion
2.34% of portfolio
Sei Investments CO Oaks, PA

38.2M
Shares

$970 Million
1.41% of portfolio
Lpl Financial LLC Fort Mill, SC

22.1M
Shares

$560 Million
0.26% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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