Bartlett & Co. LLC Schwab Strategic U.S. Mid Cap Call Options Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

932

Shares Held

95.7M

Call Options Held

6.2K

Put Options Held

3K

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

25.9M
Shares

$757 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$287 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$210 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.7 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$69.3 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. LLC with notifications on news.