Creative Planning Schwab Strategic Tr Us Emergin Call Options Transaction History

Creative Planning

$106 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHE

# of Institutions

853

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

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

18.2M
Shares

$557 Million
1.08% of portfolio
High Tower Advisors, LLC Chicago, IL

9.86M
Shares

$303 Million
0.38% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.59M
Shares

$110 Million
4.22% of portfolio
Us Bancorp \De\

3.45M
Shares

$106 Million
0.13% of portfolio
Envestnet Asset Management Inc

2.28M
Shares

$69.9 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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