Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic Tr Us Large C Call Options Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHX

# of Institutions

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

Us Bancorp \De\

206M
Shares

$4.7 Billion
6.33% of portfolio
Creative Planning Overland Park, KS

82.5M
Shares

$1.88 Billion
1.86% of portfolio
Sei Investments CO Oaks, PA

35.2M
Shares

$801 Million
1.08% of portfolio
Hbk Sorce Advisory LLC Erie, PA

32.1M
Shares

$732 Million
29.48% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

26.2M
Shares

$598 Million
8.63% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

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