Legacy Wealth Management, LLC / Ms Schwab Strategic Tr Us Small C Call Options Transaction History

Legacy Wealth Management, LLC / Ms

$272 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHA

# of Institutions

1,145

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$610 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$339 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$290 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$202 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$82.5 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, LLC / Ms, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, LLC / Ms with notifications on news.