Legacy Wealth Management, Inc Schwab Strategic U.S. Mid Cap Call Options Transaction History

Legacy Wealth Management, Inc

$1.61 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

1,041

Shares Held

284M

Call Options Held

9.4K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

60.4M
Shares

$1.8 Billion
3.39% of portfolio
Creative Planning Overland Park, KS

29.6M
Shares

$883 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10.6M
Shares

$316 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

10.3M
Shares

$306 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

9.47M
Shares

$282 Million
3.22% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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