Pathstone Family Office, LLC Schwab Strategic Tr Us Large C Put Options Transaction History

Pathstone Family Office, LLC

$15.6 Billion
Q3 2023

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2021 Aug 16, 2021	BUY	$65.81 - $69.75 $7.28 Million - $7.71 Million	110,592 New	110,592 $7.56 Million

Others Institutions Holding SCHV

# of Institutions

828

Shares Held

111M

Call Options Held

3.2K

Put Options Held

0

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

19.5M
Shares

$534 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$332 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$294 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$133 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$116 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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