Badgley Phelps Wealth Managers, LLC Schwab Strategic Tr Us Emergin Put Options Transaction History

Badgley Phelps Wealth Managers, LLC

$4.25 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHE

# of Institutions

777

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$583 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$527 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$214 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$105 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$78.1 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.