Waypoint Capital Advisors, LLC Schwab Strategic U.S. Reit ETF Call Options Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHH
# of Institutions
515Shares Held
256MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.93 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.2 Billion2.35% of portfolio
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Us Bancorp \De\27.6MShares$627 Million0.83% of portfolio
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Creative Planning Overland Park, KS25.7MShares$584 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.72MShares$175 Million0.15% of portfolio