Summit Asset Management, LLC Schwab Strategic Tr Us Large C Put Options Transaction History

Summit Asset Management, LLC

$841 Million
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHG

# of Institutions

1,186

Shares Held

165M

Call Options Held

148K

Put Options Held

24.3K

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

11.4M
Shares

$1.17 Billion
2.38% of portfolio
Sei Investments CO Oaks, PA

9.09M
Shares

$938 Million
1.26% of portfolio
Mather Group, Llc. Chicago, IL

8.98M
Shares

$927 Million
12.55% of portfolio
Envestnet Asset Management Inc

8.7M
Shares

$898 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.93M
Shares

$509 Million
1.05% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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