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 SCHV

# of Institutions

905

Shares Held

331M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

55.4M
Shares

$1.43 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$1 Billion
1.35% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$851 Million
10.21% of portfolio
Envestnet Asset Management Inc

16.5M
Shares

$425 Million
0.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$261 Million
0.66% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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