Beaird Harris Wealth Management, LLC Schwab Strategic Tr Us Broad M Call Options Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHB
# of Institutions
1,255Shares Held
431MCall Options Held
298KPut Options Held
31.3K-
Brooklyn Fi, LLC New York, NY23.2MShares$548 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio