My Purposeful Wealth Corp. Schwab Strategic Tr Us Large C Call Options Transaction History

My Purposeful Wealth Corp.

$168 Billion
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHX

# of Institutions

1,259

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

97.7M
Shares

$6.36 Billion
8.33% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

50.4M
Shares

$3.28 Billion
0.73% of portfolio
Creative Planning Overland Park, KS

28.3M
Shares

$1.85 Billion
1.95% of portfolio
Sei Investments CO Oaks, PA

12.7M
Shares

$827 Million
1.18% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.5M
Shares

$685 Million
24.51% of portfolio

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