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
1,539Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.17 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.07 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$871 Million1.02% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$783 Million9.64% of portfolio
-
Sage Financial Group Inc24.8MShares$622 Million44.77% of portfolio