Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Dividen Call Options Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$205 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$312 Million
0.45% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$250 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$242 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$230 Million
4.81% of portfolio
Bank Of America Corp Charlotte, NC

7.41M
Shares

$201 Million
0.05% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

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