Appleton Group, LLC Schwab Strategic Tr Us Large C Transaction History
Appleton Group, LLC
- $28.6 Million
- Q3 2023
Shares
21 transactions
Others Institutions Holding SCHV
# of Institutions
943Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.51 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.15 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$937 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.5MShares$468 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$328 Million0.73% of portfolio