Ascension Capital Advisors, Inc. Schwab Strategic U.S. Mid Cap Call Options Transaction History

Ascension Capital Advisors, Inc.

$154 Million
Q1 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

901

Shares Held

96M

Call Options Held

8K

Put Options Held

600

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

21.1M
Shares

$1.63 Billion
3.87% of portfolio
Creative Planning Overland Park, KS

10.1M
Shares

$785 Million
0.92% of portfolio
High Tower Advisors, LLC Chicago, IL

3.69M
Shares

$286 Million
0.49% of portfolio
Wealth Enhancement Advisory Services, LLC

2.14M
Shares

$166 Million
0.47% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2M
Shares

$155 Million
2.99% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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