Blue Bell Private Wealth Management, LLC Schwab Strategic Tr Us Large C Call Options Transaction History

Blue Bell Private Wealth Management, LLC

$569 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHV

# of Institutions

962

Shares Held

341M

Call Options Held

0

Put Options Held

0

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

52.6M
Shares

$1.47 Billion
2.91% of portfolio
Sei Investments CO Oaks, PA

43.1M
Shares

$1.21 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$923 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.2M
Shares

$453 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

11.5M
Shares

$322 Million
0.72% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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