True Link Financial Advisors, LLC Schwab Strategic Tr Us Large C Call Options Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHX

# of Institutions

1,333

Shares Held

461M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$3.36 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

27.9M
Shares

$630 Million
1.88% of portfolio
Us Bancorp \De\

20.6M
Shares

$464 Million
1.81% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$283 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$239 Million
25.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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