Stewardship Concepts Financial Services LLC Schwab Strategic Tr Us Small C Call Options Transaction History

Stewardship Concepts Financial Services LLC

$119 Billion
Q4 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHA

# of Institutions

1,326

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

Empower Advisory Group, LLC Greenwood Village, CO

34.2M
Shares

$938 Million
2.66% of portfolio
Bank Of America Corp Charlotte, NC

17.3M
Shares

$474 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

14.7M
Shares

$403 Million
0.46% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$289 Million
2.07% of portfolio
Northwestern Mutual Wealth Management CO

5.24M
Shares

$144 Million
0.1% of portfolio

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About SCHWAB STRATEGIC TR US SMALL-C

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