Marietta Investment Partners LLC Schwab Strategic Tr Us Large C Call Options Transaction History
Marietta Investment Partners LLC
- $461 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHG
# of Institutions
1,309Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$309 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$301 Million0.38% of portfolio
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Mather Group, Llc. Chicago, IL9.76MShares$268 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.56MShares$263 Million1.33% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$134 Million5.48% of portfolio