Envestnet Asset Management Inc Schwab Strategic Tr Us Large C Call Options Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHV
# of Institutions
832Shares Held
112MCall Options Held
0Put Options Held
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Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$529 Million3.21% of portfolio
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Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$292 Million11.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO3.31MShares$89.9 Million2.88% of portfolio