Hbk Sorce Advisory LLC Schwab Strategic Tr Us Large C Call Options Transaction History
Hbk Sorce Advisory LLC
- $2.75 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHX
# of Institutions
1,557Shares Held
1.14BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.2 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$907 Million1.06% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO33MShares$831 Million9.79% of portfolio
-
Northwestern Mutual Wealth Management CO27.8MShares$701 Million0.5% of portfolio