Capital Planning LLC Schwab Strategic Tr Us Small C Call Options Transaction History

Capital Planning LLC

$343 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$596 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$331 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$283 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$197 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$80.6 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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