Ledge Wealth Management, Inc. Schwab Strategic Tr Us Large C Call Options Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHV

# of Institutions

955

Shares Held

341M

Call Options Held

0

Put Options Held

0

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

52.6M
Shares

$1.52 Billion
2.91% of portfolio
Sei Investments CO Oaks, PA

43.1M
Shares

$1.24 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

34.1M
Shares

$983 Million
10.12% of portfolio
Envestnet Asset Management Inc

16.2M
Shares

$466 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

12M
Shares

$345 Million
0.63% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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