Clear Perspectives Financial Planning, LLC Schwab Strategic Tr 1 5 Yr C Call Options Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHJ
# of Institutions
97Shares Held
4.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$42.1 Million0.02% of portfolio
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Columbus Macro, LLC193KShares$4.7 Million3.49% of portfolio
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Envestnet Asset Management Inc185KShares$4.52 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC166KShares$4.05 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL164KShares$4.01 Million0.02% of portfolio