Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Emergin Call Options Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHE

# of Institutions

830

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

Creative Planning Overland Park, KS

20.4M
Shares

$564 Million
0.53% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$516 Million
1.05% of portfolio
High Tower Advisors, LLC Chicago, IL

8.37M
Shares

$231 Million
0.31% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.48M
Shares

$95.9 Million
3.99% of portfolio
Wealth Enhancement Advisory Services, LLC

2.38M
Shares

$65.5 Million
0.14% of portfolio

View Full List

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 Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Account