Capital Directions Investment Advisors, LLC Schwab Strategic U.S. Mid Cap Call Options Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

926

Shares Held

95.7M

Call Options Held

6.2K

Put Options Held

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

21.2M
Shares

$593 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$275 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$88.8 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$63.8 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$62.3 Million
2.77% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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