Lee Financial CO Schwab Strategic Tr Us Large C Call Options Transaction History
Lee Financial CO
- $597 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHX
# of Institutions
1,270Shares Held
428MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.29 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.25 Billion0.73% of portfolio
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Creative Planning Overland Park, KS28.3MShares$1.83 Billion1.95% of portfolio
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Sei Investments CO Oaks, PA12.7MShares$818 Million1.18% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.5MShares$678 Million24.51% of portfolio