Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Emergin Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
763Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.27 Billion2.96% of portfolio
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Creative Planning Overland Park, KS23.3MShares$620 Million0.65% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$529 Million1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$324 Million0.07% of portfolio
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High Tower Advisors, LLC Chicago, IL5.83MShares$155 Million0.24% of portfolio