Summit Wealth & Retirement Planning, Inc. Schwab Strategic Tr Us Large C Put Options Transaction History

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

0

Put Options Held

0

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

19.5M
Shares

$508 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$317 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$280 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$127 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$111 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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