Baker Avenue Asset Management, LP Schwab Strategic Tr Us Large C Transaction History
Baker Avenue Asset Management, LP
- $3.41 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
828Shares Held
111MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$534 Million3.21% of portfolio
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Sei Investments CO Oaks, PA12.1MShares$332 Million1.3% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$294 Million11.15% of portfolio
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Envestnet Asset Management Inc4.85MShares$133 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$116 Million0.81% of portfolio