Crescent Sterling, Ltd. Schwab Strategic U.S. Mid Cap Call Options Transaction History

Crescent Sterling, Ltd.

$97.5 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

954

Shares Held

124M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$747 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$283 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$207 Million
6.46% of portfolio
Advisory Alpha, LLC

5.72M
Shares

$165 Million
5.7% of portfolio
Fragasso Group Inc. Pittsburgh, PA

3.35M
Shares

$96.4 Million
7.4% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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