Uma Financial Services, Inc. Schwab Strategic Tr Us Large C Transaction History
Uma Financial Services, Inc.
- $514 Million
- Q2 2024
Shares
14 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.5 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$923 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$893 Million10.09% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$358 Million0.81% of portfolio
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Envestnet Asset Management Inc4.02MShares$323 Million0.11% of portfolio