Diversified Trust CO Schwab Strategic Tr Us Emergin Call Options Transaction History

Diversified Trust CO

$3.93 Billion
Q3 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

881

Shares Held

151M

Call Options Held

27.8K

Put Options Held

0

Creative Planning Overland Park, KS

19.5M
Shares

$656 Million
0.51% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

17.6M
Shares

$591 Million
1.06% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$341 Million
0.4% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.76M
Shares

$126 Million
4.39% of portfolio
Northwestern Mutual Wealth Management CO

3.69M
Shares

$124 Million
0.08% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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