Insight Wealth Strategies, LLC Schwab Strategic Tr 1 5 Yr C Call Options Transaction History
Insight Wealth Strategies, LLC
- $788 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHJ
# of Institutions
130Shares Held
7.3MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Envestnet Asset Management Inc375KShares$9.36 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.3 Million0.41% of portfolio
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Tap Consulting, LLC334KShares$8.34 Million1.74% of portfolio
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White Wing Wealth Management The Wodlands, TX324KShares$8.08 Million5.51% of portfolio