Soundmark Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Soundmark Wealth Management, LLC
- $0
- Q2 2024
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
239MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.81 Billion0.51% of portfolio
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Creative Planning Overland Park, KS21.2MShares$602 Million0.62% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$555 Million1.16% of portfolio
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High Tower Advisors, LLC Chicago, IL7.26MShares$206 Million0.3% of portfolio
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Us Bancorp \De\3.81MShares$108 Million0.14% of portfolio