Financial Engines Advisors L.L.C. Schwab Strategic U.S. Mid Cap Call Options Transaction History

Financial Engines Advisors L.L.C.

$46.5 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

Creative Planning Overland Park, KS

28.9M
Shares

$787 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10M
Shares

$273 Million
0.37% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

8.87M
Shares

$241 Million
3.25% of portfolio
Northwestern Mutual Wealth Management CO

8.2M
Shares

$223 Million
0.18% of portfolio
Advisory Alpha, LLC

7.3M
Shares

$199 Million
6.56% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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