Advocacy Wealth Management Services, LLC Schwab Strategic U.S. Mid Cap Call Options Transaction History

Advocacy Wealth Management Services, LLC

$1.17 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

989

Shares Held

186M

Call Options Held

8.1K

Put Options Held

3.6K

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

59.4M
Shares

$1.71 Billion
3.47% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$290 Million
0.39% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$283 Million
0.81% of portfolio
Northwestern Mutual Wealth Management CO

7.58M
Shares

$218 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.48M
Shares

$215 Million
2.94% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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