Oakwell Private Wealth Management, LLC Schwab Strategic Tr Us Emergin Put Options Transaction History

Oakwell Private Wealth Management, LLC

$329 Million
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHE

# of Institutions

765

Shares Held

236M

Call Options Held

26.1K

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

85.3M
Shares

$2.26 Billion
2.96% of portfolio
Creative Planning Overland Park, KS

23.3M
Shares

$619 Million
0.65% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.9M
Shares

$528 Million
1.13% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

12.2M
Shares

$323 Million
0.07% of portfolio
High Tower Advisors, LLC Chicago, IL

5.83M
Shares

$155 Million
0.24% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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