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

Schwallier Wealth Management LLC

$123 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHE

# of Institutions

769

Shares Held

239M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.82 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

21.2M
Shares

$604 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$557 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$207 Million
0.3% of portfolio
Us Bancorp \De\

3.81M
Shares

$108 Million
0.14% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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