Spire Wealth Management Schwab Strategic Tr Us Large C Call Options Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHV
# of Institutions
923Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.44 Billion3.04% of portfolio
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Sei Investments CO Oaks, PA40.6MShares$1.1 Billion1.44% of portfolio
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Mather Group, Llc. Chicago, IL33MShares$895 Million10.21% of portfolio
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Envestnet Asset Management Inc16.5MShares$447 Million0.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$313 Million0.73% of portfolio