Beaird Harris Wealth Management, LLC Schwab Strategic Tr Us Large C Call Options Transaction History

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q3 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

1,313

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$326 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$317 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$283 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$277 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$141 Million
5.48% 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 Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.