Financial Engines Advisors L.L.C. Schwab Strategic U.S. Mid Cap Call Options Transaction History
Financial Engines Advisors L.L.C.
- $49.9 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHM
# of Institutions
1,041Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Creative Planning Overland Park, KS29.6MShares$883 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$316 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$306 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$282 Million3.22% of portfolio
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Advisory Alpha, LLC8.37MShares$250 Million7.39% of portfolio