Cherry Tree Wealth Management, LLC Schwab Strategic Tr Us Emergin Put Options Transaction History

Cherry Tree Wealth Management, LLC

$422 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

770

Shares Held

140M

Call Options Held

13.7K

Put Options Held

0

Creative Planning Overland Park, KS

21.2M
Shares

$592 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$536 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$203 Million
0.3% of portfolio
Us Bancorp \De\

3.81M
Shares

$106 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$89.5 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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