Schwallier Wealth Management LLC Schwab Strategic Tr Us Large C Call Options Transaction History

Schwallier Wealth Management LLC

$140 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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

11.3M
Shares

$304 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$295 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$263 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$258 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$131 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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