Avantax Planning Partners, Inc. Schwab Strategic Tr Us Large C Call Options Transaction History

Avantax Planning Partners, Inc.

$3.08 Billion
Q1 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

1,185

Shares Held

165M

Call Options Held

148K

Put Options Held

24.3K

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

11.4M
Shares

$1.15 Billion
2.38% of portfolio
Sei Investments CO Oaks, PA

9.09M
Shares

$917 Million
1.26% of portfolio
Mather Group, Llc. Chicago, IL

8.98M
Shares

$906 Million
12.55% of portfolio
Envestnet Asset Management Inc

8.7M
Shares

$878 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.93M
Shares

$497 Million
1.05% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.