Retirement Guys Formula LLC Schwab Strategic Tr Us Large C Put Options Transaction History

Retirement Guys Formula LLC

$252 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHV

# of Institutions

937

Shares Held

337M

Call Options Held

0

Put Options Held

0

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

53.3M
Shares

$1.5 Billion
3.04% of portfolio
Sei Investments CO Oaks, PA

40.6M
Shares

$1.14 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$929 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.5M
Shares

$464 Million
0.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

11.6M
Shares

$325 Million
0.73% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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