Evanson Asset Management, LLC Schwab Strategic Tr 1000 Index Call Options Transaction History
Evanson Asset Management, LLC
- $1.27 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.33 Billion2.82% of portfolio
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Legacy Wealth Management, Inc3.65MShares$201 Million13.81% of portfolio
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Warwick Investment Management, Inc.1.88MShares$104 Million23.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.27MShares$70 Million5.9% of portfolio
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Waddell & Associates, LLC950KShares$52.4 Million6.58% of portfolio