Paloma Partners Management CO Schwab Strategic Tr Us Large C Transaction History
Paloma Partners Management CO
- $3.08 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
832Shares Held
112MCall Options Held
0Put Options Held
0-
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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Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio